Press Releases

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Rebalance Launches New 401(k) Product Better K™, Offering a Personalized Approach to Retirement Planning for Small Business Owners and Employees

Bethesda, MD –  August 24, 2020 – Rebalance, a mission-driven investment firm committed to making premium financial management services affordable and accessible to everyday investors, has announced the launch of Better K™. Better K™ is a new 401(k) product designed… Continue reading

Nicole Cervi-McKeever Joins Rebalance as Director of Retirement Services Continuing Firm’s Rapid Growth in the Small Business Retirement Savings Marketplace

Bethesda, MD & Palo Alto, CA – August 23, 2021 – Rebalance, an award-winning wealth management firm that offers world-class investing, financial planning and personalized advice to individual investors and small businesses, is pleased to announce the addition of Nicole… Continue reading

Scott Puritz Named Chair of North Carolina Outward Bound School’s Investment Committee

Bethesda, MD, January 23, 2018 – Scott Puritz, managing director and co-founder of Rebalance, has been named Chair of the North Carolina Outward Bound School’s Investment Committee. He assumes the role after serving on the North Carolina Outward Bound School… Continue reading

Rebalance IRA AUM

Rebalance Reaches Half A Billion In Assets Under Management

Bethesda, MD, November 16, 2017 – While everyone knows that saving for retirement is important, most people need some help when it comes to building a strong retirement nest egg. Enter Rebalance, a firm that has found its niche helping… Continue reading

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