BetterK
BetterK is Rebalance’s innovative 401(k) plan designed to dramatically improve investment options for small business owners and their employees.
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StartingLine
Turn NIL earnings into a secure financial future. StartingLine takes NIL success and builds into a lifetime of financial independence.
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Smarter Investing, Wider Impact
Our team of forward-thinking experts and industry pioneers is constantly developing new ways to expand access, reduce barriers, and bring smarter investing to more people. We are driven by a mission to improve not just your financial picture, but the financial future of entire communities.
Our Services
Wealth Management
Grow your wealth with Rebalance’s low-fee, tax-efficient, globally diversified portfolios for both taxable and non-taxable assets. Our portfolios combine U.S. and international equities, real estate, and fixed income, all systematically rebalanced and tax-loss harvested to maximize after-tax returns.
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Financial Planning
Plan for all the chapters of your life, and know that we will be with you every step of the way.
True financial planning goes beyond numbers. At Rebalance, we take the time to deeply understand your goals, build a holistic, comprehensive strategy around them, and deliver ongoing guidance at every stage.
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Specialized Services
Rebalance clients receive comprehensive, long-term tactical guidance, supported by a strategy that adapts as life evolves. These services include Charitable Planning, Estate Planning, Reducing Concentrated Risk, and Tax Management.
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