I already have a financial advisor. Is it difficult to transition?

It does not have to be. We handle the paperwork and coordination involved in transitions and are happy to walk you through what that process looks like for your specific accounts. Many clients also start with a one-time planning engagement before deciding whether to transition fully.

Have a follow-up? and we'll walk through it with you.

Let's talk about what's next.

Schedule a conversation to see how Radiant can bring clarity to your financial life — with the rigor you'd expect.

Planning built around academic and medical careers

Tax, estate, and investment strategies working together

A dedicated advisor who understands your world

Transparent fees with no product commissions

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I already have a financial advisor. Is it difficult to transition?

Related questions.

Let's talk about what's next.