Press Releases Archive

Back To Press Releases

January 31, 2025
Renowned Investment Expert Dr. Charles D. Ellis Publishes his 21st Book, “Rethinking Investing”
December 4, 2024
Rebalance Welcomes Two Top-Tier Financial Advisors, Jill Carothers, CFP®, and Dan Mavraides
August 20, 2024
Rebalance Ranked as #30 Largest Wealth Management Firm by the Washington Business Journal
August 20, 2024
Rebalance Named 3rd Fastest Growing Firm in USA by Financial Advisor Magazine
August 20, 2024
Rebalance Listed 22nd Largest Wealth Management Firm in Silicon Valley
April 3, 2024
Mitch Tuchman Named Best-in-State Wealth Advisor By Forbes
November 10, 2023
Rebalance Named Top RIA Firm by Forbes
August 2, 2023
Rebalance adds dynamic new team member – Matt Jude, CFP®, ECA – enhancing its talent and core competencies
June 4, 2023
Rebalance Named Top Wealth Manager By Silicon Valley Business Journal