Rebalance Announces Formation of Dental Advisory Board, Accelerating Its 401(k) Practice to Offer Better Retirement Solutions for Dentists

The Rebalance Dental Advisory Board provides the strategic guidance and industry knowledge necessary for Rebalance to build a best-of-breed 401(k) plan designed especially for dental practice owners

Bethesda, MD –  September 10, 2020 – Rebalance, a mission-driven investment firm committed to making premium financial management services affordable and accessible to everyday investors, has announced the formation of its inaugural dental advisory board.  The Rebalance Dental Advisory Board will provide critical insights into the distinct retirement needs of the dental community, with the aim of dramatically improving 401(k) options for dentists and their practices.

“We have formed the prestigious Rebalance Dental Advisory Board in order to leverage their industry knowledge and strategic guidance as we develop a best-of-breed 401(k) solution, designed especially for dental practice owners,” said Rebalance Managing Director Scott Puritz.  “We know that dental practices are paying far too much in fees and taking on far too much risk with the 401(k) plans they are currently able to offer their employees.  We look forward to being able to offer a 401(k) solution that will help dental practice owners improve investment returns, reduce their investment risk, and lower investment fees up to 50%.”

“For years, dental practice owners have had terrible options when it comes to the retirement plan benefits available for themselves and their employees,” said Rebalance Dental Advisory Board Member Dr. Richard W. Valachovic, DMD. “I look forward to working with Rebalance to develop a 401(k) program that not only reduces unnecessary fees, but is designed specifically for dental practice owners.”

The founding members of the Rebalance Dental Advisory Board are:

  • Richard W. Valachovic, DMD, MPH. A cornerstone of the Rebalance Dental Advisory Board, Dr. Valachovic previously served as president and CEO of the American Dental Education Association (ADEA), which represents the academic dental community in the United States and Canada.
  • Timothy Tremont, DMD, serves as the Department Chair of Orthodontics at the James B. Edwards College of Dental Medicine at the Medical University of South Carolina. He is a Diplomate of the American Board of Orthodontics and he lectures internationally on orthodontics and orthognathic surgery.
  • Joseph Marvizi, DDS, a dental professional who has been awarded the advanced status of Board Certified Diplomate by the International Congress of Oral Implantologists (ICOI) for his outstanding work and expertise in the field of dental implant surgery and restoration.

For more information about the Rebalance 401(k) platform for dental practice owners, visit

About Rebalance

Rebalance is a mission-driven, award-winning investment firm committed to offering premium, fiduciary wealth management services to ordinary investors. The firm is at the forefront of providing consumers with a fundamentally different and better set of investment options: lower costs, “endowment-quality” globally-diversified investment portfolios, and systematic rebalancing.

Rebalance’s Investment Committee is anchored by three of the most respected experts in the finance world: Burt Malkiel, the world-renowned Senior Economist at Princeton University and author of, “A Random Walk Down Wall Street”; Dr. Charley Ellis, the former longtime chairman of the Yale University Endowment; and Jay Vivian, the former Managing Director of IBM’s $100+ billion in retirement investment funds for more than 300,000 employees worldwide.

Rebalance is headquartered in Palo Alto, CA and Bethesda, MD, and currently manages over 600 clients with more than $750 million in financial assets. In 2018, Rebalance was honored by Schwab’s 2018 Pacesetter IMPACT Award™ for Innovation and Growth.

For more information on Rebalance, visit