About Radiant
Specialized wealth management for academics and physicians.
The Firm
Radiant Wealth Management is a fee-only financial planning and investment management practice focused exclusively on faculty, physicians, and their families.
Founded by Dan Fagan after 17 years at TIAA, Radiant was built on a simple premise: the people who dedicate their careers to education, research, and medicine deserve financial guidance from someone who understands the systems they're in — TIAA, 403(b), 457(b), pensions, phased retirement, deferred compensation — not a generalist learning on the job.
The practice is deliberately small. The relationships are long-term. Every client works directly with Dan and his team.
Radiant operates under NewEdge Advisors, a registered investment adviser. Client assets are held at Charles Schwab, independently from the firm.
In the Community
Radiant Wealth Management proudly supports Home Haven — a New Haven–area nonprofit network helping older adults age in place with independence, connection, and support from their neighbors.
Learn more about Home HavenThe Firms We Work With
The platforms, providers, and partners behind our work.
The primary retirement plan provider across higher education. Faculty at Yale, UConn, Trinity, Connecticut College, Amherst, Harvard, and most other colleges and universities have TIAA. We advise clients on TIAA Traditional, CREF, and mutual fund decisions within their institutional plans.Go to TIAA
The retirement plan provider for the State of Connecticut, covering faculty and staff across the Connecticut State Colleges and Universities (CSCU) system, including Central, Eastern, Western, and Southern Connecticut State Universities, Charter Oak State College, and the twelve campuses of Connecticut State Community College. We work directly with Empower-held assets in our planning.Go to Empower
Used by many institutions alongside or in place of TIAA, including Brown, Wesleyan, MIT, the University of New Haven, and parts of the UMass system.Go to Fidelity
Used by Columbia faculty alongside TIAA, and a common platform for self-directed accounts and physicians' personal retirement assets.Go to Vanguard
Institutional-quality, factor-based fund family rooted in academic finance research. Not available directly to individual investors — access requires an approved advisor relationship.Go to Dimensional Fund Advisors
One of the world's largest asset managers, with investment solutions widely used across the financial industry.Go to BlackRock
Planning software used for retirement projections, scenario modeling, and stress-testing across different market conditions. Used alongside RightCapital depending on the client situation.Go to MoneyGuide
Planning platform for cash flow analysis, tax projections, and ongoing plan monitoring. Clients have access to their own portal.Go to RightCapital- The registered investment adviser under which Radiant operates. Provides compliance oversight, custodial access, and back-office infrastructure.Go to NewEdge Advisors
Our primary custodian. Client assets are held at Schwab independently from our firm.Go to Charles Schwab
Contact
Get in touch.
Frequently Asked Questions
Common questions.
Radiant Wealth Management operates under NewEdge Advisors, LLC, an SEC Registered Investment Adviser. NewEdge provides compliance, custodial access, investment management infrastructure, and back-office support to a network of independent advisory firms. As an RIA, NewEdge has a fiduciary duty to clients — meaning advisors in the network are obligated to act in your best interest.
We use Charles Schwab as our primary custodian. Schwab holds client assets independently from our firm — your money is never held by Radiant directly. Schwab is one of the most established custodians in the industry with strong investor protections in place.
AIF stands for Accredited Investment Fiduciary. It is a professional designation that signifies training and expertise in fiduciary standards — the obligation to put client interests first. Dan holds the AIF designation along with the MSPFP (Master of Science in Personal Financial Planning) and MPAS (Master Planner Advanced Studies).
We are a fee-only firm. We do not earn commissions or receive compensation from financial products. We are paid directly by clients — either hourly, through a flat project fee, or as a percentage of assets we manage. This structure keeps our interests aligned with yours.
Schedule a conversation through our online calendar. The first call is a straightforward get-to-know-you discussion. Please do not feel the need to be overly prepared. We will ask a few questions about where you are and what you are trying to figure out, and take it from there.
and physicians from
Listing of these institutions does not constitute an endorsement of Radiant Wealth Management by them.
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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