A complete list of active advisors currently associated with Revolution Wealth, LLC

Warmer can help you find a great advisor at Revolution Wealth, LLC or one who fits your needs even better.

Revolution Wealth, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, and also works with pension and profit-sharing plans. The firm delivers individualized Investment Policy Statements and ongoing discretionary portfolio management across mutual funds, ETFs, fixed income, real estate funds and insurance products, along with one-time or limited-scope financial plans. The firm applies a mix of fundamental, quantitative, and technical analysis informed by modern portfolio theory, and uses both long- and short-term trading as appropriate to client goals and risk tolerances. Accounts are reviewed at least quarterly, the firm generally seeks discretionary trading authority, and it documents client risk profiles and allocation decisions in each client’s Investment Policy Statement. Distinctive features include formal affiliations with an accounting practice and a licensed insurance agency, and personnel who offer accounting services and commissionable insurance products — relationships that are uncommon among similarly sized supported firms and that the brochure identifies as potential conflicts of interest. The firm discloses that clients are not required to use affiliated services, notes an arrangement with PBMares Wealth Management, and describes custodial relationships that can provide research or other soft-dollar benefits.

To learn more about the advisors currently working at Revolution Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.