Events are currently being scheduled for the Spring and Fall, and we’ll have client webinars in between. Please check back soon for details!
Investment advisory and financial planning services offered through Revisionist Wealth Advisors, LLC, an SEC Registered Investment Advisor. Subadvisory services are offered through Betterment Securities, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through Revisionist Wealth. Revisionist Wealth is a separate and unaffiliated entity from Revisionist Wealth Advisors and Betterment Securities.