A complete list of active advisors currently associated with Radiant Wealth Planning
Warmer can help you find a great advisor at Radiant Wealth Planning or one who fits your needs even better.
RADIANT Wealth Planning primarily serves individual clients with ongoing investment management and comprehensive financial planning, addressing cash flow, retirement, estate, and tax‑aware strategies. The firm also supports employer retirement plans and coordinates tax preparation and tax‑planning work through an affiliated entity, RADIANT Tax Services, LLC. RWP develops client‑specific investment policy statements and manages portfolios on a discretionary basis, blending passive and active approaches and drawing on fundamental, technical, cyclical, and charting analysis. Investment implementation is tied to each client’s objectives and tax considerations, with custodial and trade execution services arranged through an established institutional custodian. Noteworthy for a firm of its size, RWP formally integrates tax services via its affiliated tax business (with firm personnel dedicating time to tax work) and has added educational seminars and workshops as an offering that can be free, paid, or pro bono. With roughly $14.7 million in assets under management across two advisors and about 59 client relationships, the firm’s combination of hands‑on tax coordination, employer‑plan support, and public educational programs is less common among similarly supported advisers.
To learn more about the advisors currently working at Radiant Wealth Planning, 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.
You can also browse Radiant Wealth Planning's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Arlington, VA
| 14
| |
Palo Alto, CA
| 8
|
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)