For Institutions
Bring financial education directly to the people who power your institution.
Radiant partners with universities, academic medical centers, and independent schools to deliver programming that addresses the financial questions your faculty and staff are actually asking.
Programming
Financial education built for your campus.
New Faculty Orientation
Every new hire faces the same TIAA enrollment decisions with almost no guidance. Radiant leads sessions that help them get it right from day one.
Pre-Retirement Workshops
For faculty and staff within five to ten years of retirement, covering TIAA Traditional, annuitization, phased retirement, Social Security timing, and the Medicare gap.
Benefits Fair Presentations
A practical, specialized resource your employees will actually engage with — not a generic booth with brochures.
Emeritus Faculty Sessions
For retired faculty navigating distribution decisions, annuity questions, RMDs, and the financial realities of life after the institution.
Why Radiant
Programming led by an advisor who's been doing this for 30 years — not a sales team.
Dan Fagan has led financial planning sessions at Yale, Brown, UConn, Wesleyan, and other institutions for over three decades. Every session is tailored to your institution's specific benefit structure, retirement plans, and faculty concerns. These aren't generic seminars — they're built around the plans your people actually have.
- Content tailored to your institution's specific TIAA, 403(b), 457(b), and pension structures
- Sessions led personally by Dan and his team
- Designed to answer the questions your benefits office can't
- Institutional engagements often lead to ongoing planning relationships with faculty
Speaking
Interested in having Dan speak at your event?
Dan is available for keynotes, seminars, panel discussions, and faculty events on retirement planning, financial wellness in higher education, and the unique financial landscape of academic and medical careers.
and physicians from
Listing of these institutions does not constitute an endorsement of Radiant Wealth Management by them.
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
Frequently Asked Questions
Common questions.
Our practice is deliberately focused on academics and physicians. Dan has spent over 25 years advising faculty at institutions including Yale, Brown, UConn, and Wesleyan. That focus is not incidental — it shapes everything from how we think about TIAA to how we approach the retirement transition. We are not a general advisory firm that happens to have some faculty clients.
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.
Yes. We work virtually with clients across the country. Most of what we do works well over video or phone, and we are set up to serve faculty regardless of where their institution is located.
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.
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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