Great Advisors,
Better People.

Rebalance is founded to offer investors globally diversified, low-cost, endowment-quality portfolios paired with disciplined, systematic rebalancing and unbiased, long-term advice. Its Investment Committee brings together some of the most respected minds in finance, including Burton Malkiel, Dr. Charles Ellis, Jay Vivian, and Kristi Craig, providing deep institutional expertise to guide the firm’s investment approach. Visit our Investment Committee page to learn more about these leaders in modern investing and how their enduring expertise helps shape and strengthen our clients’ portfolios.

The New York Times features Rebalance for its effective combination of diversified, index-based portfolios, disciplined rebalancing, and ongoing advisory guidance. It also noted the firm’s credibility, emphasizing its experienced founders, fiduciary commitment, and respected investment committee as key reasons it stands out in a crowded advisory market.

Rebalance is featured on PBS’s Wealthtrack, highlighting the firm’s leadership by legendary investors Burton Malkiel and Charles Ellis, whose guidance of the firm’s Investment Committee delivers credibility, discipline, and transparency to everyday investors.

Rebalance Managing Director Scott Puritz testifies before the U.S. Senate in support of a stronger fiduciary rule requiring all retirement advisors to act in their clients’ best interests and fully disclose fees and conflicts. His groundbreaking testimony provided lawmakers with firsthand evidence that a low-cost, fiduciary business model is effective and that stronger standards could protect the retirement outcomes of millions of Americans.

Rebalance Managing Director Scott Puritz joins legendary Vanguard founder John Bogle and other industry leaders in the continued fight against unfair investment practices at the recent launch of the groundbreaking initiative ‘Campaign for Investors.’

Rebalance is awarded the prestigious Pacesetter award for visionary leadership, operational excellence, and innovative use of technology. The award is given annually by Charles Schwab & Co., Inc. and a panel of independent judges to firms that have made the greatest impact on the financial industry.

At Rebalance, CERTIFIED FINANCIAL PLANNERS™ help clients clarify their goals, understand their full financial picture, and create a comprehensive plan covering investments, retirement, taxes, insurance, and cash flow. Rebalance clients work with a team of planners, which provides deeper expertise, continuity, and more thoughtful guidance than relying on a single advisor.

Mitch Tuchman of Rebalance and challenger Jeff S. Heller place a “Long Bet,” a 10-year wager (July 1, 2020 – June 30, 2030) on whether a broadly diversified portfolio of index funds will outperform a portfolio managed by a sophisticated individual investor selecting stocks and funds, with $10,000 at stake for charity. The bet will be resolved by comparing the final value of two equal-funded accounts after ten years, with the winner’s chosen charity receiving the stake.

Rebalance reaches $1 billion in assets under management, evidence that an increasing number of people trust Rebalance with their investments.

Rebalance received the prestigious Forbes Top RIA Firms 2023 award. The award, compiled in conjunction with SHOOK Research, recognizes the top RIA firms in the U.S. based on a variety of elements, including assets under management and extensive interviews with firm leaders.

Rebalance is named to the USA Today Best Financial Advisory Firms 2023 list. This annual publication honors firms that provide excellent financial services nationally, based primarily on peer/client recommendations and growth of assets under management (AUM).

Rebalance Investment Committee member Burt Malkiel celebrates the completely revised and updated 50th anniversary edition of his seminal book, A Random Walk Down Wall Street. The book accentuates Rebalance’s investment methodology of using low-cost, diversified index funds, guided by efficient market theory.

Managing Director and co-founder Mitch Tuchman has been named to Forbes Magazine’s 2024 list of Best-in-State Wealth Advisors. The Forbes ranking, in collaboration with SHOOK Research, focuses on an algorithm of both qualitative and quantitative data through an extensive interview and research process.

Rethinking Investing is a concise, practical guide for everyday investors, written in the same clear, accessible spirit as Charley Ellis’s earlier book, The Elements of Investing. Ellis focuses on long-term discipline, saving regularly, keeping costs and taxes low, and avoiding emotional mistakes, rather than trying to beat the market. The book also stands out for its thoughtful guidance on transitioning into retirement, offering simple rules of thumb to help investors move forward with confidence.

Rebalance received the prestigious Forbes Top RIA Firms 2025 award. The award, compiled in conjunction with SHOOK Research, recognizes the top RIA firms in the U.S. based on a variety of elements, including assets under management and extensive interviews with firm leaders.

Christie Whitney, CFP®, Vice President of Wealth Management and Director of Planning, is named a $100M Club: Top Female Advisor 2025 winner by Investment News. This award involved a rigorous application review and selection process of hundreds of female advisors throughout the U.S., highlighting those who are making a meaningful impact in the financial services industry.