Founder, CEO/CIO
Our Core Beliefs
Trust
- + Trusted client loyalty with 99% account retention
Zero Conflicts
- + No self-serving products or relationships
- + No proprietary products to promote
- + No business relationships to promote
Transparency
- + Upfront pricing
- + No commissions
- + No hidden fees
- + 3rd Party statements & reporting
- + 24/7 Access with client app & portal
Complex Accountability
- + Accountable to SEC and State Regulators
Definitive Contracts
- + Customizable services
- + Simple, custom contracts on your terms
- + Terminate any time
- + Add or subtract family office services or planning services
REAL FIDUCIARY™ STANDARD
Watch this short video to learn more about our REAL FIDUCIARY™ STANDARD which goes above and beyond the global fiduciary standard and those that call themselves a fiduciary.
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+ Deliver goals and needs based planning and portfolios
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+ Have the obligation both legally and ethically to place clients’ interests first
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+ Provide fee only advice and treat all clients fairly with cost
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+ Provide full transparency of portfolios and investments
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+ Be conflict free from all banks, trust departments, broker/dealers, insurance companies, and custodians
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+ Do not accept commissions or accept payment for products or shelf space
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+ Revenue comes from clients only
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+ Measure performance using independent third parties
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+ Do not create products to sell or price any public securities
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+ Never hold client assets, securities, or capital
Our Customizable and Exclusive Services
Wealth Management
- + Goals & needs based
- + Custom & flexible solutions
- + Exclusive private investment asset sleeves
- + Innovative portfolio construction
- + Tax-efficient
Business Advisement & Transition
- + Pre & post sale
- + Be attractive and ready
- + Grow your value
- + Efficiently maximize your business harvest
- + Mitigate your risk
- + Transition planning
- + Recapitalization advisement
Family Office
- + Lifestyle
- + Advanced resources
- + Travel
- + Advocacy
- + Wellness
Watch this short interview with our Founder, Ryan Fleischer at a recent Private Investment conference.
Founder Interview from Revolution Group on Vimeo.
Leadership Team
Wealth/Relationship Advisor
Latest Blogs & Podcasts
College and retirement require serious savings. Is it possible to save for both?
While so much of personal finance is common sense – don’t spend more than you make, don’t buy a house you can’t afford, start to invest money while you’re young, many young people today enter the workforce fresh out of college, with a boatload of student loans, and with no clue how to properly manage their money. The truth is that many young adults struggle out of college, finding themselves further in debt in just...
The average American spends more than $10,000 per person annually on healthcare expenses, including premiums, deductibles and coinsurance amounts. For a large family, that amount can quickly become unsustainable. In the past, it was common for employers to absorb the majority of these costs, leaving the employee responsible for only a small portion. But as health insurance premiums continue to rise, more employers are placing more of the responsibility of meeting these costs with their...