Wealth management for academics & physicians
Your finances deserve the same care as your patients, research, and students.
Radiant provides specialized wealth management for academics and medical professionals in Connecticut, New York, and beyond.
and physicians from
Listing of these institutions does not constitute an endorsement of Radiant Wealth Management by them.
Financial planning that is personal, proactive, and grounded in your profession.
Radiant was built by advisors with decades of experience inside the academic and medical financial ecosystem. We keep our client base small by design, so every relationship gets the attention it deserves.
Our Services
Comprehensive financial guidance tailored for academics and physicians.
Wealth Management
Portfolios built for academic and medical careers, coordinated across TIAA, Fidelity, Vanguard, and Empower.
Learn more ›Retirement Planning
403(b)s, 457 plans, TIAA, pensions, and RMD strategies mapped to a clear roadmap — for faculty and physicians.
Learn more ›Tax Strategy
Consulting income, sabbatical pay, deferred comp, multi-state filing, and high-income years — handled proactively.
Learn more ›Estate Planning
Practice equity, intellectual property, royalties, and wealth transfer strategies that protect what you've built.
Learn more ›Risk & Insurance*
Disability, malpractice, umbrella, and life insurance reviewed against your actual earning potential.
Learn more ›Education Funding
529s, financial aid optimization, tuition remission, and tuition benefit strategies.
Learn more ›Radiant Wealth Management's role with respect to fixed insurance is limited to review and planning. Recommendations and sales of fixed insurance or annuity products are conducted through a separate Fixed Insurance Business outside business activity (OBA).
Our Approach
Financial planning refined over decades of working with academic and medical professionals.
01
Goal Setting
We'll start by discussing your timeline and priorities. We'll help you define what financial success looks like at every stage — whether that's funding your children's education, retiring at 60, or endowing a research program.
02
Comprehensive Planning
We'll deliver a straightforward roadmap toward your financial goals — addressing your priorities, outlining the steps to navigate potential obstacles, and maximizing returns through a solid, tax-efficient portfolio.
03
Ongoing Support & Advice
Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan so it transitions along with you.
Who We Serve
Serving the people and organizations advancing research, education, and care.
For Individuals
Professionals and families building meaningful wealth.
- Faculty — professors, researchers, and principal investigators
- Physicians — attending physicians, surgeons, and practice owners
- Individuals & Families — estate planning, gifting, and philanthropy
For Organizations
Bring specialized financial guidance to your people.
- HR & Benefits Teams — embed Radiant as a vetted wealth management resource for your employees
- Institutions — on-campus seminars, workshops, and faculty-focused programming
August 2026
Johns Hopkins University Press
The Book
Getting to Emeritus
An essential guide to purposeful financial planning for academics.
“Getting to Emeritus is a must-read for faculty, HR leaders, and retirement plan administrators alike. It cuts through the complexities of financial planning with clarity and practical tools that are invaluable for anyone navigating the financial ecosystem of higher education and building long-term wealth.”
Curtis N. Powell
Former Chief Human Resources Officer in Higher Education
Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation has been provided. As a result, clients do not receive any material incentives or benefits for providing testimonials. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results. Additional information about NewEdge Advisors, LLC, is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary Report which can be found online at the SEC’s Investment Advisor Public Disclosure (IAPD) database at www.adviserinfo.sec.gov
Our Team
Work with Dan and his team.
Dan Fagan has advised faculty and physicians at Yale, Brown, UConn and other leading institutions over 30 years. His book, Getting to Emeritus, will be published by Johns Hopkins University Press in August 2026.
Working with Dan and His Team
Dan Fagan, MSPFP, MPAS™, AIF®
Managing Partner, Advisor
John Caplan
Partner, Advisor
Let's talk about what's next.
Schedule a conversation to see how Radiant can bring clarity to your financial life — with the rigor you'd expect.
- Planning built around academic and medical careers
- Tax, estate, and investment strategies working together
- A dedicated advisor who understands your world
- Transparent fees with no product commissions
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