Bethesda, MD—September 1, 2026–Award-winning national wealth management firm Rebalance is pleased to announce that it has been named one of Greater Washington’s largest wealth management firms for 2026, by the Washington Business Journal. The Washington Business Journal released its 2026 “Largest Wealth Management Firms in Greater Washington” rankings in late August. To view the rankings,… Read more »
PALO ALTO, Calif.—September 15, 2026–Award-winning national wealth management firm Rebalance is pleased to announce that it has been named one of the Bay Area’s largest money managers for 2026, by the San Francisco Business Times. The prestigious ranking recognizes leading wealth management firms across the Bay Area based on total current assets under management. Rebalance’s… Read more »
Rebalance’s Christie Whitney talks budgeting, retirement savings, and inheritance protection with Ilyssa Panitz on her Divorce Hour segment.
Following the news of his exciting promotion to Deputy CIO, Dan Mavraides gave an extensive interview to CityWire; he discussed the intersection of basketball and investing in his career, and mistakes that investors should avoid when planning out their financial futures.
Rebalance is excited to announce that our very own Sonja Breeding, CFP®, Senior Vice President of Wealth Management was recently named a $100M Club: Top Female Advisor 2026 winner by Investment News. This prestigious recognition honors exceptional women in financial advising who demonstrate professional excellence, industry leadership, and a strong commitment to their clients’ financial… Read more »
Award-winning national wealth management firm Rebalance is pleased to announce that it has named Dan Mavraides as Deputy Chief Investment Officer.
Rebalance, a nationally top-ranked wealth management firm, is proud to announce that it has recently received four significant industry honors, underscoring its leadership in financial planning, investment management, client service, and workplace excellence.
Deputy Chief Investment Officer, Rebalance Dan Mavraides explains why behavior, patience, and long-term thinking matter far more than market forecasts, AI trends, or economic headlines.
Rebalance’s Dan Mavraides talks sports, retirement, and NIL with Dr. Beyer on his Doctor in the Dugout podcast which aired on the Los Angeles Angels’ AM830 radio station.
