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Clients Come First

Your Omaha Wealth Management Firm

We are a full-service, custom wealth management firm. We identify all aspects of planning and see through a multiple of lenses. Our way of thinking is designed for entrepreneurs, CEO founders, business owners, as well as high net worth and multi-generational families.

Our clients have access to world class portfolio construction and policy, exclusive private investment opportunities, best in class service and needs analysis, detailed and simplified account aggregation, customized financial planning, family office services, and business advisement and transition.

Utilizing the best services and platforms in the industry, we developed an unmatched client experience including an award-winning client portal and app. As an employee-owned REAL FIDUCIARY™ STANDARD firm, clients come first.

Our Core Beliefs

Trust

  • Accountable to SEC and State Regulators

Fiduciary Standards

  • Real Fiduciary™ Standard
  • Clients come first

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

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.

*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 Standards Mean That We:

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

Utilize independent third-parties to measure performance

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

Zero commissions

Never pay for shelf

Never create proprietary products or price any public security

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

Founder Interview

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

Omaha Wealth Management & Advanced Tax Strategy Advisors

Revolution Group is a fiduciary wealth management firm based in Omaha, Nebraska, serving entrepreneurs, founders, CEOs, and multi-generational families. We specialize in advanced tax strategy, portfolio construction, business transition planning, and family office services designed to protect, grow, and transfer significant wealth.

As an employee-owned REAL FIDUCIARY™ firm, we operate without commissions, proprietary products, or conflicts of interest — ensuring every recommendation is aligned with your long-term financial objectives.

TRUSTED · KNOWLEDGEABLE · DISCIPLINED · COMMITTED · CREATIVE

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