Our Core Beliefs

 

Trust

  • + 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

 

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

Talk with Founder

REAL FIDUCIARY™ STANDARD

Watch this short video to learn more about our REAL FIDUCIARY™ STANDARD and see what makes us different from the global fiduciary standard.

 
  • + Deliver goals and needs based planning and portfolios

  • + Have the obligation both legally and ethically to place clients’ interests first

  • + Provide fee only advice and treat all clients fairly with cost

  • + Provide full transparency of portfolios and investments

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

  • + Do not accept commissions or accept payment for products or shelf space

  • + Revenue comes from clients only

  • + Measure performance using independent third parties

  • + Do not create products to sell or price any public securities

  • + 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

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

Revolution Group, LLC |
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If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in your twenties and thirties, retirement can feel light years away, but it will get here much quicker than you can imagine. And when it does, you’ll want to be prepared. And for those in their 40s and 50s, remember that it’s never too late to start saving...
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In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's likely that even more young adults will be turning to loans in order to finance their education. With the average student loan debt coming in at around $38,000, it's important to have a plan in place to pay off those loans once you enter the workforce. If you've left school with student loan debt, here are...
Revolution Group, LLC |
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A lot of people are under the impression that tax planning is only for high-wealth individuals. However, like financial planning, just about everyone can benefit from some level of tax planning, whether that means becoming better acquainted with the various tax savings options available, or making proactive decisions based on your current financial situation. One of the best investments you can make is to visit with a financial or tax advisor to determine just where...
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Secrets To Making Better Financial Decisions in Uncertain Times