Financial Clarity for University Faculty and Employees

Your work shapes minds and drives innovation and your financial life deserves the same care and attention.

At Fathom, we understand the unique challenges and opportunities that come with university careers, from diverse retirement plans to complex benefits and career transitions. Our ensemble team brings both expertise and perspective to help you make your wealth work for your life, your goals, and your future.

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Retirement Planning

From 403(b)s, 457(b)s, to pension plans, we help you navigate your options, optimize contributions, and create a retirement strategy that reflects your career trajectory and personal ambitions.

Investment Management

We build tailored investment strategies, combining portfolio management, risk assessment, and thoughtful diversification to grow your assets and support your long-term goals.

Tax Optimization

University employees often face unique tax situations. We provide guidance on tax-efficient strategies, deductions, and credits to help you keep more of what you earn.

Debt Management

From student loans to mortgages, we create strategies for reduction, consolidation, and repayment to help you manage obligations while maintaining financial health.

Financial Wellness Programs

Our customized programs, workshops, and one-on-one sessions empower faculty and staff to strengthen every aspect of their financial life from budgeting to estate planning.