Three powerful services, one transformative approach.

Invest360 offers the same low-fee, tax-efficient, globally diversified portfolios used by the investing elite, but designed for everyday life. To help grow your wealth for the long term, short term, and everything in between.

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Our Plan360 service provides a simple, powerful financial roadmap, tailored to your specific goals, showing how much money you can spend on your journey and how much you’ll have left when you arrive.

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Our Advise360 services draw from our deep bench of great industry minds to help make sense of even the most complex of financial decisions – empowering you to navigate your specific life with confidence.

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What do you get when you combine world-class investing, financial planning, and decision-making together with low fees and best-in-class advisors?
You get Rebalance360 — the high-value, low-cost solution to your complete financial life.

A 24/7 hub for your financial life.

View360

Our View360 secure online hub provides effortless insight into your investments, giving you an easy-to-access, comprehensive view of your financial life.

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Meet the Rebalance Team

Two partners, one mission.

At Harvard, Mitch Tuchman and Scott Puritz were united by an idea that there had to be a  better way to help everyday Americans live well and retire with more. That idea has become their lifelong mission. That idea is Rebalance.

Meet the Team

Mitch and Scott

Three luminaries. A shared belief.

Burt Malkiel, Charley Ellis, and Jay Vivian are some of the most respected voices in the financial industry. Together they share a belief that everyone, not just the wealthy, should have access to high quality financial services. Naturally, they lead our investment committee. Hear why they joined Rebalance.

Three Luminaries

In the News

Rebalance

Rebalance Tops $1 Billion in Client Assets Under Management

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Rebalance

Sonja Breeding, CFP® Joins Rebalance as Vice President, Investment Advice, Expanding Firm’s Financial Planning Division

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AARP

6 Ways Women Can Boost Retirement Savings

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