Our focus is your financial well-being

Trusted, holistic financial strategies for individuals and businesses unique specific needs.

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We can guide you to financial peace of mind.

Fee-based financial planning & investing for today's professionals.

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Strategic planning for tomorrow's goals, today.

We help our clients achieve their personal goals and objectives.

Learn How We Help

Welcome to the RANDA Strategies LLC.

Good financial decisions don't have to be confusing. We can provide techniques that can help you make the most of your goals and help achieve more of your financial objectives.
Today’s investment climate can offer many opportunities.
Our mission is to help clients take advantage of our holistic, fee-based financial planning model. It is our belief that through holistic advice, we can develop strong, long-lasting relationships, as financial planning provides visibility into your full financial picture rather than just one aspect. With full access to your overall financial standing, we will be well-positioned to make meaningful recommendations becoming your full-service wealth manager.

Our fee-based financial planning model offer three key tools:

team

A clear understanding of your financial goals

our difference

A well-defined roadmap for achieving those goals

long view

Ongoing advice to help adjust their roadmap when their needs change

What it Means to be a Fiduciary

A Fiduciary refers to a person or organization that is held to a higher standard of conduct and trust

A registerd Investment advisor who is held to a "fiduciary standard" looks after the assets of another person on that person's behalf, is fully transparent and required to disclose any potential conflict of interest. Putting your interest above our own.

Today's Financial Concerns

A few topics we can help you achieve financial success.

Integrated Financial Planning

We can provide advice covering a range of areas including:

Cash Flow Management

We assist you to make better use of your money and become financially successful.

Personal Insurance

Our personal insurance guide explains the different ways you can cover your finances.

Retirement Planning

We have helped hundreds of clients carefully consider their financial strategy for retirement.

Tax Diversification 5

We help you maximize your financial plan by planning and preparing for today's and tomorrow's tax enviroments.

Business Planning

We will help business owners address their financial needs at every stage of the business life cycle.

“Most people don’t plan to fail, they fail to plan.” John Beckley

How We Work

Our philosophy is simple — we put YOU first

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  • We are a boutique firm and we thrive on building long-term relationships with our clients.
  • RANDA STRATEGIES prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.
  • We are large enough to offer advice on a broad range of topics, and small enough to provide exceptionally personalized services to our clients.
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15yrs

of experience in Financial services

800+

client relationships