Michael Randall, CFA, CFP®, EA, Named One of InvestmentNews' Best Wealth Managers and Advisors in the USA for 2026

We are thrilled to share that Michael Randall, CFA, CFP®, EA, has been named as one of InvestmentNews' Best Wealth Managers and Advisors in the USA for 2026.

Featuring the best wealth managers and advisors under 40 in the USA, chosen for trust-building and plain-spoken advice. These rising stars are the next generation making the complicated, simple.

Each year, InvestmentNews honors advisors across the country who exemplify excellence, integrity, and an unwavering commitment to their clients’ financial well-being. Nominees are carefully evaluated and benchmarked against their peers to identify the most impactful and trustworthy professionals in the industry. To make the competition even harder, this recognition only included those under 40, who are pathing the way for the next generation in the industry.

You can view the full article here.

This recognition is a reflection of the deep trust our clients place in us every day. Our focus has never been growth for the sake of growth, but rather continuously elevating the financial guidance, tools, and peace of mind we provide to the clients we serve nationwide.

Thank you to our amazing clients for allowing us to walk alongside you on your financial journey!