Rebalance News Releases

Christie Whitney Named to the $100M Club: Top Female Advisors 2025 List by Investment News

Wed, 08 Oct 2025 09:00:00 -0400

This Award Honors Whitney's Outstanding Leadership, Expertise, and Client Commitment in Wealth Management Palo Alto, California--(Newsfile Corp. - October 8, 2025) - Wealth Management firm Rebalance proudly announces that Christie Whitney, CFP ®, Vice President of Wealth Management and Director of Planning, has been named to the $100M Club: Top Female Advisor 2025 list by Investment News. This prestigious recognition honors exceptional women in financial advising who demonstrate professional...

Renowned Investment Expert Dr. Charles D. Ellis Publishes His 21st Book, "Rethinking Investing"

Tue, 11 Feb 2025 12:28:00 -0500

Challenging Traditional Thinking on Financial Planning New Haven, Connecticut--(Newsfile Corp. - February 11, 2025) - Dr. Charles D. Ellis, a legend in the investing world, former Yale Professor, and founding shareholder and Investment Committee member of award-winning wealth management firm, Rebalance, publishes his 21st book today, "Rethinking Investing.""Rethinking Investing" offers a fresh, practical solution to a fundamental challenge faced by all investors. In just 100 pages, Ellis...

Rebalance Welcomes Two Top-Tier Financial Advisors, Jill Carothers, CFP(R), and Dan Mavraides

Mon, 02 Dec 2024 10:00:00 -0500

Palo Alto, California--(Newsfile Corp. - December 2, 2024) - Rebalance, an award-winning national wealth management firm, is proud to announce the addition of two highly accomplished professionals to its evolving team, Jill Carothers, CFP®, and Dan Mavraides. Carothers will serve as Vice President of Wealth Management, bringing over 25 years of financial services expertise, while Mavraides joins as Vice President of Investment Advice, adding over a decade of investment experience to the...

Charleston's Blue Sky Specialty Pharmacy Partners with Rebalance and Transforms Its 401(k) Plan

Tue, 16 Jul 2024 09:00:00 -0400

Blue Sky Reduces Costs by 46% Charleston, South Carolina--(Newsfile Corp. - July 16, 2024) - Blue Sky Specialty Pharmacy, based in Charleston, recently discovered a best practice retirement solution that has been pivotal for both the business and all of its 200+ employees: a 401(k) retirement plan called BetterK by Rebalance. Blue Sky has been working with Rebalance since July 2023. Since the start of the engagement, Blue Sky has experienced a 46% decrease in costs, over a 45% increase in...

Rebalance Wins Prestigious Industry Award

Wed, 08 Nov 2023 09:00:00 -0500

Rebalance Ranked in Forbes 2023 Top RIA Firms and Invited to Join Institutional Investor's Investment Advisory BoardPalo Alto, California & Bethesda, Maryland--(Newsfile Corp. - November 8, 2023) - Award-winning, pro-consumer wealth management firm Rebalance is pleased to announce that it recently won two highly distinguishable industry accolades. The first is the prestigious Forbes Top RIA Firms 2023 award, and in addition to this honor, Rebalance has also been invited to join the esteemed...