With headquarters in Bethesda Maryland, Rebalance is active in the community in and around Washington DC, including Montgomery County Maryland and Northern Virginia. The firm has been featured prominently in media across the region, including Washington Business Journal,  WUSA 9-TV (CBS), The Baltimore Sun, WJLA-TV (ABC) and Washingtonian magazine.

As a member of the Greater Bethesda Chamber of Commerce, Rebalance regularly hosts educational events as part of the Chamber’s member-to-member education series. Rebalance also partners with community organizations and local businesses, including Make Office, Carr Workplaces, and Wydler Brothers Real Estate, to educate members about retirement investing.

Rebalance Managing Director Scott Puritz lives in Chevy Chase, MD. Scott is a member of the Save Our Retirement Coalition, and is a nationally recognized retirement expert who testified to the U.S. Senate on behalf of safer retirement investing. He is a member of the CFA Society of Washington DC and the Financial Planning Association of the National Capital Area.

Puritz also served as long-time chair of the Outward Bound Washington DC Advisory Board. In that role, he established a scholarship fund that over a decade helped more than 50 financially disadvantaged teenagers from the Washington, DC area participate in Outward Bound’s life-changing programs.



4800 Hampden Lane
Suite 200
Bethesda, Maryland





[email protected]


[email protected]