Revalue LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Revalue serves individual investors (including a substantial share of lower‑income "ALICE" households) and mission‑driven institutional clients with a mix of financial planning, discretionary investment management, project‑based financial consulting, and referral services. The firm offers both complimentary community education and paid subscription products alongside traditional portfolio management, so clients can access education, curated investment research, or ongoing advisory relationships depending on their needs.
The firm frames investment advice through a values‑aligned, ESG‑oriented process that integrates quantitative and qualitative analysis and explicit values‑alignment tools; clients receive written investment policy statements and may access portfolio impact reporting and tax‑planning tools as part of engagements. Revalue also makes community investments available through curated data rooms and provides execution and monitoring support for those placements within its advisory framework, with an emphasis on education and advisor guidance for less experienced investors.
Notable distinctions include Revalue’s employee‑owned Certified B Corporation status and public third‑party scoring disclosure, its multi‑office footprint (nine offices, uncommon for firms of this size), and an uncommon subscription offering that gives retail investors access to planning software and curated data rooms. The firm emphasizes community education and workshops via its online community platform and provides multilingual services and cross‑cultural outreach, reflecting its mission‑driven focus and an explicit effort to serve underserved client segments.
Client services
Expertise
Demographic focus
Fee options
$0 - $5,000,000: 1.25% annually $5,000,000 - $10,000,000: 1.0% annually $10,000,000+: Negotiated
RightCapital software $200/month; Data Room access $200/month; Both combined $350/month
Fee-only: Financial Consulting fees: Roadmapping Session $175; Advisor as Curator services ranging from $150 to $300; Advisor at Your Table $2,000 one-time; Advisor as Your Strategist $7,000-$10,000 one-time
Main office
See office2 Fulton St W
Grand Rapids MI 49503
Advisors at this office
1
Offices (4)
Most active in
California · Maryland · Massachusetts · Michigan · Minnesota · New York · North Carolina · Pennsylvania · Texas
Also doing business as
Reconsider · Revalue LLC · Revalue Michigan LLC · Revalue, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Angela B
Series 63, Series 66
Howell, MI
Revalue LLC
Angela Barbash is a financial advisor at Revalue LLC with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Revalue and its affiliated entity Reconsider since 2012, with a brief tenure at Symmetry Financial in 2016. Revalue serves individual investors across wealth levels and mission-driven institutional clients, offering financial consulting, investor guidance, and discretionary investment management. The firm employs a values-driven, fundamental investment process with an ESG overlay and provides services through various engagement models, including subscription-based education, consulting, and full investment management.
Rebecca B
Series 65
Minneapolis, MN
Revalue LLC
Rebecca Blumenshine is a financial advisor at Revalue LLC in Minneapolis, MN, holding a Series 65 designation with one year of industry experience. She previously worked at Communitas Financial Planning PBC and Ecolab. Since 2022, she has been the founder of Both/And Finance, a financial education and philanthropic coaching firm. Revalue serves individual investors and mission-driven institutional clients by offering investor guidance, financial consulting, and discretionary investment management. The firm employs a values-driven, fundamental value-oriented investment process with an ESG overlay and incorporates community investments into asset allocation.
Jane B
Series 65
New York, NY
Revalue LLC
Jane Bunch is a financial advisor at Revalue LLC in New York, NY, holding a Series 65 credential. She has been with Revalue since 2020 and has prior experience at Zingerman's Cornman Farms and Sweetwaters Coffee and Tea. Revalue serves individual investors and mission-driven institutional clients with investor guidance, financial consulting, and discretionary investment management. The firm employs a values-driven, fundamental value-oriented investment process with an ESG overlay and offers a unique subscription-based educational platform alongside traditional portfolio management services.
Michelle H
Series 66
Grand Rapids, MI
Revalue LLC
Michelle Hoexum is a financial advisor at Revalue LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at Revalue since 2019. Prior to this, she was with Centennial Securities Company from 2015 to 2017. Outside of her advisory role, she serves as Chief Growth Officer for Propeller LLC, assisting non-profits and start-ups with revenue strategies related to sales and donations. Revalue LLC provides services to individual investors and mission-driven institutional clients, offering financial consulting, portfolio management, and educational resources. The firm employs a values-driven, fundamental, value-oriented investment approach with an ESG overlay and emphasizes community investments within its asset allocation.
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