A complete list of active advisors currently associated with Radiant Wealth Advisory, LLC

Warmer can help you find a great advisor at Radiant Wealth Advisory, LLC or one who fits your needs even better.

Radiant Wealth Advisory offers discretionary investment management and comprehensive financial planning, and also provides educational workshops and optional insurance consulting and product implementation, including life insurance and fixed indexed annuities. The firm targets creatives, small business owners, couples, and individuals navigating major life transitions such as divorce, career change, business growth, or reinvention. Portfolios are built using a hybrid approach that combines structured portfolio frameworks with personalization based on clients’ goals, time horizon, tax considerations, and risk tolerance, using passive and factor-based vehicles and periodic rebalancing. Client accounts are custodied with Altruist Financial and managed on a discretionary basis, while financial planning engagements can be provided separately from ongoing investment management. Unlike many independent advisers, the firm’s adviser is licensed to sell life insurance and fixed indexed annuities through an unaffiliated insurance agency and may receive standard commissions for such sales; this dual role is disclosed and insurance purchases are optional. The firm also conducts community-focused educational workshops and the adviser operates a separate spiritual consulting and educational services business, both of which are disclosed as distinct from the advisory services.

To learn more about the advisors currently working at Radiant Wealth Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.