Top financial advisors working with educators, teachers, and academics
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you work in education or academia, your financial needs often include managing irregular income cycles and planning for retirement with public pension systems. A common mistake is overlooking how these unique income patterns and benefits affect your long-term financial goals.
- Pension integration. Confirm how the advisor incorporates your public pension into your overall retirement plan, not just your personal savings.
- Income timing strategies. Ask how they handle budgeting and investing around school-year pay schedules and summer breaks.
- Education-related benefits. Check if they consider loan forgiveness programs, tuition assistance, or other educator-specific perks in your plan.
- Career transition planning. If you anticipate moving between teaching roles or into administration, see how they adjust strategies for changing income and benefits.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Arjun S
Series 66
Frisco, TX
TIAA-CREF
Arjun Swarup specializes in serving educators and academics, offering retirement plans tailored for business owners and general estate planning guidance. Based in Frisco, TX, he operates within the large firm TIAA-CREF, which serves high-net-worth clients and charges a 0.30% annual wrap fee. With a Series 66 designation and prior experience at Morgan Stanley, he brings a blend of academic insight and industry knowledge to mid-career professionals approaching retirement.
Experience: 1 year
Avg account: $523,144
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Kevin H
CFP®, Series 63, Series 65
Birmingham, AL
RFG Advisory, LLC
Kevin Harper's extensive 29-year experience and CFP® certification equip him to address the unique financial challenges faced by educators, including retirement planning and income timing. Operating from Birmingham, AL, he offers flat-fee financial planning through RFG Advisory, a firm managing $8 billion with a blend of active and passive investment strategies, which may appeal to educators seeking tailored, cost-effective advice.
Experience: 29 years
Avg account: $295,694
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Jacob H
Series 63, Series 66
Charlotte, NC
Edward Jones
Jacob Heinz specializes in serving educators, teachers, and academics, making him well-equipped to address unique financial needs like pension integration and income timing. Based in Charlotte, NC, he brings 15 years of experience and works at Edward Jones, a large firm offering diverse advisory solutions and a broad network, with fees up to 1.35% annually, distinguishing him from advisors at smaller firms.
Experience: 15 years
Avg account: $246,728
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Lindsey E
Series 63, Series 65
Cambridge, MN
EFS Advisors
Lindsey Egan specializes in serving educators, teachers, and academics, addressing their unique financial needs such as pension integration and income timing strategies. Based in Cambridge, MN, she offers flat-fee and independent advisory services with 11 years of experience and a focus on options and derivatives strategies, distinguishing her from others by combining personalized portfolio management with a client-centric approach.
Experience: 11 years
Avg account: $107,729
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Scott S
Series 63, Series 65
Farmington, CT
Medallion Wealth Advisors, LLC
Scott Stevens specializes in retirement planning for educators, teachers, and academics, addressing unique needs like pension integration and income timing. With 34 years of experience and a flat-fee structure ranging from $1,000 to $5,000, he offers independent, seasoned guidance through Medallion Wealth Advisors, which also provides pension consulting and long-term portfolio management tailored to education professionals.
Experience: 34 years
Avg account: $201,433
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