PRINCIPAL WEALTH MANAGEMENT ADVISOR
Randolph appears in the
Top 100 People in Finance
Randolph Shingler, CFP®
Randolph Shingler is a dedicated fiduciary and CERTIFIED FINANCIAL PLANNER®. With over fifteen years of experience, Randolph’s results-oriented philosophy and long-standing commitment to clients has been integral to his success. As founder and principal wealth management advisor for Green Arrow Financial, Randolph continues to lead his team members in constructing comprehensive financial plans that are customized to the unique goals of their clients. Randolph states that “Planning is incredibly personal. My team and I take the time to know each and every client so that we can create an exceptional experience and uncover all of their needs.”
Although Green Arrow Financial is headquartered in Washington, DC, this firm serves clients all-across the country. “People everywhere want an experience that gives them control of their financial future, not just an advisor,” he explains. As a result, the Green Arrow team gets to know their clients on an individual basis and help them to gain control over their finances by providing educational resources and seminars. Offered both in-person and virtually, Green Arrow’s seminars cover common topics of interest such as financial literacy for millennials, wealth building for women, and asset distribution planning for retirees. Advisor, Katie Anderson, even leads a Women, Wealth and Wine Series, in effort to empower Green Arrow’s female clients with education on specific topics that are relevant to them.
Randolph’s primary focus is on empowering his advisors so they can best help Green Arrow’s clients. He explains, “At Green Arrow, every team member shares a common passion to ensure our clients’ needs are being met, and I realize an advisor can only provide what is available to them.” Therefore, Randolph promotes a path for each team member to obtain their CFP® designation, providing them with ongoing support and development, while he remains on the front-end of the job by guiding clients through Green Arrow’s holistic planning process. According to Randolph, investing in his advisors is the best way to invest in Green Arrow’s clients.
The overall mission of Green Arrow is to provide clients with the freedom to dictate their level of desired involvement within their planning. “We strive to give our clients a feeling of control so they no longer have to lose sleep over financial matters and can ultimately spend more time living their dreams,” says Randolph. He has thoughtfully brought on advisors that range in age as Randolph has made the transition from a sole advisor practice to a multigenerational financial boutique. The firm now boasts a full-service team with each member catering to different segments of the client base. “Each advisor has a planning specialty, and together our team enjoys making sure that every client is fully taken care of,” says Randolph.
Another solution that Randolph is currently putting into place to assist clients in gaining more control of their finances is a financial security workbook. This is for clients and their spouses, or trusted contacts, to store tax records, insurance policies, investment accounts, wills, trusts, and other important documents in one secure place. The workbook guides clients through a checklist comprised of five sections, all for the purpose of ensuring that everything is accounted for in the event of a death or family emergency. Once their workbook is complete, the client receives Green Arrow Five Diamond status. This status lets clients and their loved ones know they have records in place and helps provide them with the necessary peace of mind to worry less and live more.
Randolph Shingler, CFP®
Principal Wealth Management Advisor
Green Arrow Financial
1801 K Street NW, Suite 210
Washington, District of Columbia 20006
Randolph Shingler uses Green Arrow Financial as a marketing name for doing business as representatives of Northwestern Mutual. Green Arrow Financial is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Representative is an Insurance Agent of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM.