Radiant Wealth Advisory, LLC

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.