Elements of Distinction

Independence

As an independent financial advisory firm, our loyalty lies exclusively with you and your goals. What is best for you is defined by your custom-built financial plan. We work for you, not beholden to another firm or person’s conflict of interest.  We measure our success by your success. We believe every family deserves a dedicated, transparent, and committed financial partner. We pursue the highest level of financial certification, registered as IAR to ensure that we are putting our clients’ needs first.

Boutique Setting

As a small, specialized firm providing the expertise found at premier wealth management institutions, we offer a highly customized consumer experience for all of our clients, whether they have traditional wealth advisory needs or more sophisticated needs that require the expertise of a personal CFO. We are a discreet, well-informed firm that can streamline, integrate, and oversee the complex moving parts of your finances. We work with your team of advisors and third-party service providers to coordinate the timely execution of your financial affairs.

Holistic Experience-Based Approach

We offer fully coordinated and comprehensive financial management to meet your evolving family and business needs. We have first-hand knowledge and understanding of military benefits and lifestyle. We tap into our in-depth knowledge in the fields of investments, risk, taxation, estate planning and business continuity planning to provide fully integrated wealth management and financial management solutions. We have guided clients through the best and worst times of their lives, remaining a constant partner throughout all challenges and life transitions.

Transparency and Confidentiality

The advice and guidance we provide is the same we would give to ourselves, our closest friends and family. Confidentiality, integrity and accountability are key values of Revival Wealth and are instilled in our culture. We take pride in protecting your personal information and take extra due care to be sure your information is secure. You should rest assured that we do not share anything beyond our four walls.

Compassion

We want lasting relationships with our clients and their families. We strive to provide financial guidance that spans across generations, to be personal, empathetic, and caring. We celebrate in your triumphs and provide ongoing support in times of crisis. We have an unwavering passion for serving military veteran families.

Servant Leadership

When you enlist the support of our dedicated team, you secure the guide you need to navigate the financial world with great confidence. Whatever you may hope to achieve, we are committed to serving as your strategic partner with excellence and responsibility.

Innovation and Safety

We recognize that technology is quickly changing the financial landscape.  We have been diligent to invest in these tools and integrate them into our business. Our strategic partnerships with,

• Securities America Inc --  our broker-dealer and umbrella of oversight,
• Securities America Advisor --  our RIA and advisory accountability partners,
• eMoney  --  our planning and client communications partner,
• Envestnet and Albright Financial  --  our investment management and reporting platforms, and
• National Financial Services  --  our investment clearinghouse, a subsidiary of Fidelity Inc.

These partnerships all simplify how we communicate with you, to oversee your financial planning progress, check your account balances, statements, through state-of-the-art tools and innovation.