Our Core Beliefs



  • + Trusted client loyalty with 99% account retention


Fiduciary Standards


Zero Conflicts

  • + No self-serving products or relationships
  • + No proprietary products to promote
  • + No business relationships to promote



  • + 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

Talk with Founder


Our REAL FIDUCIARY™ approach ensures your interests and financial well-being come first, setting us apart from other firms that merely label themselves as fiduciaries. Unlike conventional practices, we've crafted this approach as a clear litmus test, affirming our commitment to act in your best interests. It's not just a set of aspirations; it's a stance against practices we reject. This unique service prioritizes your financial well-being, distinguishing our approach from those in the industry that may claim the fiduciary title without true adherence.

  • + Uphold a legal and ethical obligation to prioritize clients' interests above all else

  • + Provide customized portfolios & planning based on client’s needs and goals; never transactional

  • + Maintain full transparency of portfolios and investments

  • + Incorporate thoughtful risk mitigation

  • + Be conflict free from all banks, broker/dealers, insurance companies, trust departments and custodians

  • + Utilize independent third-parties to measure performance

  • + Zero commissions

  • + Never pay for shelf

  • + Never create proprietary products or price any public security

  • + Never hold client assets, securities, or capital

*Real Fiduciary™ Standard refers to Revolution Capital, LLC and has been adopted by the Registered Investment Advisor and not its affiliated entities..

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.



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

Make the Change


Watch this short interview with our Founder, Ryan Fleischer at a recent Private Investment conference.

Founder Interview from Revolution Group on Vimeo.

Leadership Team

Latest Blogs & Podcasts

How many years will your retirement last? What are the chances you’ll live past 90? Most of us answer those questions wrong because we don’t have strong longevity literacy. 1 That means that about 81% of us1 aren’t working with a viable understanding of our own life expectancy. Let’s explore how understanding longevity could create a positive impact in your retirement planning. What is longevity literacy? Longevity literacy refers to your knowledge about expected lifespans...
With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning. This blog post advocates for partnering with a financial professional to navigate these challenges, offering tailored guidance on Medicare, long-term care funding, and retirement law changes. By preparing strategically, retirees can confidently set sail into their golden years, free from the turbulence of unforeseen financial burdens.
Revolution Group, LLC |
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work...