Michael Randall Named One of InvestmentNews’ Five-Star Financial Planners for 2026

An Award Achieved Together: Our Continued Promise to You

I have some exciting news to share, but first, I want to say thank you. Any milestone this firm achieves is a direct reflection of the trust you place in me every day. I'm honored to announce that I have been recognized as one of InvestmentNews.com’ Five-Star Financial Planners for 2026.

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, ethical, and trustworthy professionals in the industry.

You can view the full list of honorees and learn more about the award here.

This recognition reinforces our mission to continue to deliver fee-only, tax-smart financial planning, tailored to your goals, and that always puts your best interests first. Whether we are optimizing your retirement strategy, navigating a new milestone, our focus remains entirely on you. Thank you for allowing us to be a part of your financial life. We look forward to continuing to serve you as your trusted partner, helping you navigate life's transitions with clarity and confidence for years to come.