PALO ALTO, Calif. & BETHESDA, Md. —April 3, 2024— Forbes Magazine recently unveiled its 2024 list of Best-in-State Wealth Advisors. Rebalance is excited to announce that Managing Director and co-founder Mitch Tuchman has been named to this list for the state of California. Forbes, in collaboration with SHOOK Research, extensively researches each nominated advisor before including them on this list.

“I am honored to be recognized with this prestigious award,” said Tuchman. “Every day, my goal is to provide investors with life-changing advice and help them get on the path to a smooth retirement. It is gratifying that my mission aligns with Forbes’ of finding advisors who truly care about their clients.”

The Forbes ranking of America’s Best-in-State Wealth advisors, in collaboration with SHOOK Research, focuses on an algorithm of both qualitative and quantitative data. There is an extensive interview and research process to gather this information, which took place from June 30, 2022-June 30, 2023.

According to the Forbes methodology for selecting advisors as Best-in-State, they first ensured that every advisor has at least seven years in the industry, and is is high quality. Then, when they interviewed the advisors on the phone, they determined whether the advisor met the criteria of offering impact, and whether this is someone that they would recommend to a friend or family member.

About Rebalance 

Rebalance is an award-winning investment firm that provides its clients with access to a fundamentally different and better set of investment options. For individual consumers, Rebalance360 combines world-class investing, financial planning, and personalized advice into a powerful and transformative approach to wealth management. Small business clients trust the firm’s BetterK offering to help them reduce their 401(k) fees by up to 50%, improve employee participation, and “bring alive” employer-based retirement savings plans.

The firm’s innovative solutions and team leadership have been profiled in such top-tier media outlets as The Wall Street Journal, CNBC, FOX Business, NPR, The New York Times, MSNBC, PBS and CBS among others. In 2015, the U.S Senate invited Managing Director Scott Puritz to testify regarding new fiduciary rules designed to make the investments of Americans safer, and he is the only financial advisor in the U.S. ever to testify on such an important issue. In 2018, Rebalance was honored by Schwab’s Pacesetter IMPACT Award™ for Innovation and Growth.

The Rebalance Investment Committee is anchored by four of the most respected experts in the finance world: Professor Emeritus Burton Malkiel, the world-renowned Senior Economist at Princeton University and author of A Random Walk Down Wall Street; Dr. Charley Ellis, the former longtime chairman of the Yale University Endowment; Jay Vivian, the former Managing Director of IBM’s $100+ billion in retirement investment funds for more than 300,000 employees worldwide; and Kristi Craig, CFA, the first-ever Chief Investment Officer of the National Geographic Society, where she oversees a $1.4 billion endowment.

Rebalance is headquartered in Bethesda, Md. and Palo Alto, Calif., currently serves more than 600 clients and manages more than $1 billion of their financial assets.