Top advisors focused on educators, teachers, and academics in the US
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 income and benefits often follow a unique schedule tied to the school year and tenure milestones. Without an advisor familiar with these rhythms, you might miss opportunities to optimize your savings or manage your retirement timeline effectively.
- Benefit timing insight. Confirm how they plan around academic calendars and sabbaticals to align your cash flow and investment contributions.
- Pension and retirement plan navigation. Ask how they integrate public pension options with other retirement accounts to avoid gaps or overlaps.
- Student loan strategy. Educators often carry education debt; check how they balance loan repayment with long-term savings goals.
- Grant and supplemental income handling. Inquire how they manage irregular income streams common in academia to maintain steady financial progress.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Arjun S
Series 66
Frisco, TX
TIAA-CREF
Arjun Swarup specializes in serving educators, teachers, and academics, understanding their unique income schedules and retirement needs. Based in Frisco, TX, he works with TIAA-CREF, a large firm known for managing high-net-worth clients, offering a 0.30% annual wrap fee and expertise in retirement plans for business owners, which may benefit educators with supplemental income or side ventures.
Experience: 0 years
Avg account: $523,144
-
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 rhythms of educators and academics, including managing pension plans and irregular income streams. Operating from Birmingham, AL, he offers flat-fee financial planning and combines active and passive investment strategies through RFG Advisory, which serves a diverse client base including charitable organizations and ERISA plans, distinguishing him from advisors focused solely on individual clients.
Experience: 29 years
Avg account: $319,336
-
Rebecka K
Series 66
Olympia, WA
Edward Jones
Rebecka Kennedy specializes in serving educators, teachers, and academics, leveraging her prior experience in public school districts to understand the unique financial rhythms of education professionals. Affiliated with Edward Jones, a large full-service firm managing over $1 trillion in assets, she offers college savings and estate planning guidance with a fee structure up to 1.35% annually, providing access to extensive resources compared to smaller firms.
Experience: 1 year
Avg account: $246,728
-
Marne D
Series 63, Series 65, Series 66
Fort Washington, PA
Lincoln Investment
Marne De Santis specializes in serving educators, teachers, and academics, bringing 34 years of experience and expertise in retirement plans and wealth management, which suits the unique financial rhythms of education professionals. Operating from Lincoln Investment, a large firm managing $18.9 billion in assets, she offers flexible fee structures including flat and hourly fees, distinguishing her with seasoned insight and adaptable planning options compared to other advisors.
Experience: 34 years
Avg account: $157,266
-
Lindsey E
Series 63, Series 65
Cambridge, MN
EFS Advisors
Lindsey Egan specializes in serving educators, teachers, and academics, understanding the unique income schedules and retirement planning needs tied to academic careers. With 11 years of experience, she offers flat-fee and asset-based fee structures through EFS Advisors, which uses a client-centric suitability scoring system and quarterly portfolio reviews, distinguishing her approach from others by combining personalized management with flexible fees.
Experience: 11 years
Avg account: $107,729
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")