Arlington, VA Office

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.