Top financial advisors working with university employees
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 at a university, you might face unique challenges like managing retirement plans tied to your institution or navigating benefits that differ from the private sector. Without an advisor familiar with university employee benefits, you risk missing out on options that could improve your financial future.
- Retirement plan nuances. Confirm how they handle university-specific plans like 403(b)s or pension options, not just standard 401(k)s.
- Benefit integration. Ask how they incorporate your health, tuition, or other university benefits into your overall financial plan.
- Career path understanding. University roles often have different promotion and tenure timelines; see if they factor this into your income and savings projections.
- Long-term planning. Check if they consider sabbaticals, research grants, or other academic income variations when advising on cash flow and investments.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Fionn A
Series 65
Las Vegas, NV
Adaptive Wealth Engineering
Fionn Allen specializes in serving university employees and those approaching retirement, offering expertise in passive and index investing strategies. Based in Las Vegas, NV, he operates within an independent, flat-fee firm that caters to high-net-worth clients, providing financial planning fees typically between $2,500 and $5,000, which may appeal to those seeking transparent pricing and a diversified, evidence-based investment approach.
Experience: 0 years
Avg account: $1,893,598
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Mark T
Series 63
Mooresville, NC
C2 Investment Group
Mark Teichman specializes in serving university and government employees, bringing 20 years of experience and a Series 63 designation to his role at C2 Investment Group. His firm focuses on non-discretionary investment consultation with an emphasis on government bond index tracking and offers a low annual fee capped at $30,000, distinguishing him from advisors who provide discretionary management or broader investment approaches.
Experience: 20 years
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James B
CFP®, CFA®, Series 66
Portland, ME
Penobscot Financial Advisors
James Bradley III specializes in university employee financial needs, offering expertise in general retirement planning and cash flow management with 29 years of industry experience. Based in Portland, ME, he provides services through Penobscot Financial Advisors, a team-based firm using a multi-disciplinary investment approach, and offers flexible fee options including hourly and annual retainers, distinguishing him from others by combining deep experience with tailored planning services.
Experience: 29 years
Avg account: $966,708
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Andrea R
Series 63, Series 65
Ann Arbor, MI
Darden Wealth Group
Andrea Russo's extensive 19 years of experience and focus on university employees make her well-equipped to address the unique retirement and benefit challenges faced by this group. Operating from Ann Arbor, MI, she offers flat-fee and hourly pricing options, and her firm employs a value-oriented, risk-managed investment approach, distinguishing her from advisors with more traditional fee structures or investment styles.
Experience: 20 years
Avg account: $1,307,775
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Jon Michael C
Series 65
DeLand, FL
Hanson Financial Group
Jon Michael Carrick's dual role as a financial advisor and full-time academic at Stetson University equips him to understand university employee benefits and retirement nuances. His firm, Hanson Financial Group, offers a fixed quarterly fee and focuses on tactical allocation with equities, fixed income, derivatives, and real assets, differentiating him from advisors with traditional asset-based fees and broader client bases.
Experience: 2 years
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