Where are my assets held?

We use Charles Schwab as our primary custodian. Schwab holds client assets independently from our firm — your money is never held by Radiant directly. Schwab is one of the most established custodians in the industry with strong investor protections in place.

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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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