Randy Long, CFPĀ®
Hi, Iām Randy. I work with business owners and their families to plan for retirement, estate and trust decisions, investment management, and business succession.
My background spans law, financial planning, exit planning, and portfolio construction, which helps me look at each clientās situation from several angles. I prefer deep, long-term relationships with a smaller number of clients where I can add meaningful value over time.
Wilmington, NC
I help business owners and their families think proactively, organize complex decisions, and build lasting family legacies
Our Team
At Colorado Wealth Group, our philosophy is simple: provide clear, fiduciary-based financial planning and investment guidance. We focus on understanding what matters most to each client and delivering thoughtful, disciplined advice to support informed financial decisions. Many of our clients come to us after managing their own investments and deciding to work with a fiduciary adviser for added perspective and clarity.
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How can I help?
Retirement Planning
Investment Management
End-to-end investment management focused on tailoring portfolios to each clientās specific circumstances and preferences. Our holistic approach will take into consideration all facets of your situation along with current economic data to optimize your portfolio's risk and return.
Succession Planning
Building a successful business is an incredible feat, but what happens to your hard-earned legacy when you're ready to step down? We build strategic blueprints to help ensure the continued growth and success of your enterprise.
Estate & Trust Planning
We specialize in making the often complex and emotionally charged process of trust and estate planning as seamless as possible ensuring the security and preservation of a client's legacy for future generations.
Get to know Randy
Randy M. Long is the Founder of Long Family Office and BuildProveSell.com companies, and the creator of the BulletProof Exit Process. He works with business owners who want to create enduring family legacies, prepare their businesses for sale, or transition ownership to the next generation.
With more than 39 years in wealth management and over 30 years across law and finance, Randy brings a wide-ranging background to his work with clients. He practiced law in estate planning and business transactions for 25 years, has managed family wealth for clients since 1987, and earned his Certified Financial Planner designation from the University of Southern California.
Randy is also the author of BulletProof Your Exit and The BraveHeart Exit: 7 Steps to Creating Your Family Business Legacy. Outside of his advisory work, he has served as a trustee, board member, and consultant for national Christian nonprofits. He and his wife, Lydia, have raised five children while growing their own family businesses, giving him personal perspective on the balance between business success, family, and legacy.
I started working toward this path in college because I wanted to serve entrepreneurs. Early on, I thought becoming a CFPĀ® professional was the best way to do that. After a few years, I realized business owners often need guidance that goes beyond personal financial planning, which led me to law school as well.
My work includes estate planning, exit planning, investment management, and succession planning. I also bring a legal background and hands-on portfolio construction experience to the planning process.
I primarily work with business owners and their families. I look for client relationships where I can add meaningful value, and I prefer deep, long-term relationships with people who want thoughtful guidance over time.
I focus on tax planning and optimization because they are crucial aspects to consider when managing your finances. By strategizing efficient ways to minimize tax liabilities and maximize savings, my clients can plan for the future. Additionally, I also help clients with retirement planning, Investment management, and cash flow planning because they are essential for maintaining a healthy financial balance.
I often help clients with estate and trust planning, succession and exit planning, retirement planning, and investment management. Much of my work centers on helping business owners navigate complexity and think proactively.
I combine legal training, exit planning, CFPĀ® training, and investment management experience. That combination helps me look at client situations from multiple angles and connect personal, family, and business decisions into one planning conversation.
The clients themselves. I enjoy getting to know people well, building real relationships, and working closely with a smaller number of clients in a meaningful way.
Iāve appreciated the quality of the people at Savvy. Iāve been impressed with the team and the collaborative environment.
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