Financial Professionals ProfilesSPONSORED CONTENT
Managing Director and Investment Committee Member, Rebalance
4800 Hampden Lane, Suite 200
Awards and Honors
2018 Schwab Pacesetter IMPACT Award™ For Innovation And Growth; Registered Investment Advisor; Harvard Business School; Board member and chair, North Carolina Outward Bound School Investment Committee
What services do you or your firm provide?
Rebalance is a mission-driven, award-winning investment firm committed to offering premium, fiduciary wealth management services to everyday investors. The firm offers asset and wealth management, retirement investing advice and comprehensive financial planning by expert advisors at a significant cost savings.
What is your investment approach?
Rebalance provides consumers with a fundamentally different and better set of investment options: lower costs, endowment-quality globally-diversified investment portfolios and systematic rebalancing. Our highly credentialed professionals specialize in holistic planning and pragmatic financial advice that is prudent, unconflicted, unbiased and which focuses on the client’s long-term financial goals.