For Individuals & Families
Wealth that supports the life you're building — and the people who come after you.
Radiant works with individuals and families navigating the financial decisions that come with meaningful wealth — from everyday planning to multi-generational strategy.
Planning for What's Ahead
Life doesn't happen in a straight line. Your financial plan shouldn't either.
College & Education
Funding strategies that account for financial aid, timing, and tax impact.
Major Life Events
Inheritance, divorce, business sales, and other inflection points — planned holistically.
Tax Strategy
Adapts as your income, family structure, and goals evolve.
Cash Flow & Budgeting
Built around your actual life, not a template.
Protecting and Transferring Wealth
What you've built should outlast you — on your terms.
Estate Planning
Trusts, wills, and beneficiary structures.
Gifting
Maximize impact while minimizing tax exposure.
Philanthropy
Donor-advised funds, charitable trusts, and giving aligned with what matters to you.
Wealth Transfer
Business succession and multi-generational planning.
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
and physicians from
Listing of these institutions does not constitute an endorsement of Radiant Wealth Management by them.
Frequently Asked Questions
Common questions.
We offer three ways to engage: hourly planning for specific questions, a flat-fee comprehensive financial plan, and ongoing wealth management based on assets under management. We are happy to walk through which option fits your situation in an initial conversation. There is no cost or obligation for that first call.
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.
It does not have to be. We handle the paperwork and coordination involved in transitions and are happy to walk you through what that process looks like for your specific accounts. Many clients also start with a one-time planning engagement before deciding whether to transition fully.
We plan at the household level. We look at your combined income sources, accounts, pension benefits, and Social Security to build a picture of what retirement actually looks like for both of you together. Coordinating two different benefit structures is a routine part of what we do.
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.
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
Prefer to speak directly? Skip the form and book a call now.