our partners
Meet Rebalance’s
partners
![Charles Schwab Logo](https://www.rebalance360.com/wp-content/uploads/2021/10/WebLogos_CARDS_CHARLESSCHWAB.png)
![EPIC Retirement Plan Services Logo](https://www.rebalance360.com/wp-content/uploads/2021/10/WebLogos_CARDS_EPIC_2.png)
EPIC Retirement Plan Services serves financial institutions by offering a full suite of custom-tailored retirement plan solutions. EPIC provides Rebalance clients with real-time access to their account and 24/7 customer service.
![The Vanguard Group Logo](https://www.rebalance360.com/wp-content/uploads/2021/10/WebLogos_CARDS_VANGUARD.png)
The Vanguard Group is one of the largest investment management companies in the world. Rebalance harnesses Vanguard’s low-cost index funds for our clients’ retirement investment portfolios.
![](https://www.rebalance360.com/wp-content/uploads/2023/07/HK-Partner-1-1-300x193.png)
Rebalance is regulated by the U.S. Securities and Exchange Commission (SEC) as a registered investment advisory firm. We have partnered with Holland & Knight, a successful, multi-dimensional firm with a long history. As SEC regulations continue to evolve, Holland & Knight stays in step with the changes and ensures that Rebalance continues to maintain strict compliance guidelines.