With over 27 years of experience in the financial services industry, Randyʼs passion for customized comprehensive planning and investment management, led him to form Fiduciary Wealth Group in 2019. Randy started his career in the
industry with Fidelity Investments, ultimately working his way from the back office up to a position as a High Net Worth relationship manager. After leaving Fidelity, Randy entered the Registered Investment Advisory world with a large established firm in the Cincinnati Area as their Director of Financial Planning.
Randy attained his Certified Financial Planner designation in 2008. Changing firms in 2011, he worked as a Senior Advisor/Regional Manager for a Dayton based RIA until founding his own firm with the desire to provide more individualized planning and investment management.
Randy is a 29 year veteran of the United States Air Force Reserve/Air National Guard, and is currently serving as the Deputy Chief, Maintenance Compliance, Air Mobility Command, Scott AFB, IL. His background provides him with unique experience and skills when it comes to planning for military members, and his passion to ensure every military member can obtain planning assistance is notable. Randy holds a Bachelorʼs in Business Administration from the University of Cincinnati with concentrations in Finance and Management, as well as a Masterʼs in Military Operational Art/Sciences from Air University, Maxwell AFB, Alabama.
Firm Name
Fiduciary Wealth Group
Firm Website
https://www.fiduciarywealthgroup.com/
E-mail
randy@fiduciarywealthgroup.com
Credentials
CFP®
