Our Core Beliefs

 

Trust

  • + Trusted client loyalty with 99% account retention

 

Fiduciary Standards

 

Zero Conflicts

  • + No self-serving products or relationships
  • + No proprietary products to promote
  • + No business relationships to promote

 

Transparency

  • + Upfront pricing
  • + No commissions
  • + No hidden fees
  • + 3rd Party statements & reporting
  • + 24/7 Access with client app & portal

 

Complex Accountability

  • + Accountable to SEC and State Regulators

 

Definitive Contracts

  • + Customizable services
  • + Simple, custom contracts on your terms
  • + Terminate any time
  • + Add or subtract family office services or planning services

Talk with Founder

REAL FIDUCIARY™ STANDARD

Our REAL FIDUCIARY™ approach ensures your interests and financial well-being come first, setting us apart from other firms that merely label themselves as fiduciaries. Unlike conventional practices, we've crafted this approach as a clear litmus test, affirming our commitment to act in your best interests. It's not just a set of aspirations; it's a stance against practices we reject. This unique service prioritizes your financial well-being, distinguishing our approach from those in the industry that may claim the fiduciary title without true adherence.

  • + Uphold a legal and ethical obligation to prioritize clients' interests above all else

  • + Provide customized portfolios & planning based on client’s needs and goals; never transactional

  • + Maintain full transparency of portfolios and investments

  • + Incorporate thoughtful risk mitigation

  • + Be conflict free from all banks, broker/dealers, insurance companies, trust departments and custodians

  • + Utilize independent third-parties to measure performance

  • + Zero commissions

  • + Never pay for shelf

  • + Never create proprietary products or price any public security

  • + Never hold client assets, securities, or capital

*Real Fiduciary™ Standard refers to Revolution Capital, LLC and has been adopted by the Registered Investment Advisor and not its affiliated entities..

Watch this short video to learn more about our REAL FIDUCIARY™ STANDARD which goes above and beyond the global fiduciary standard and those that call themselves a fiduciary.

 

 

Our Customizable and Exclusive Services

Wealth Management

  • + Goals & needs based
  • + Custom & flexible solutions
  • + Exclusive private investment asset sleeves
  • + Innovative portfolio construction
  • + Tax-efficient

Business Advisement & Transition

  • + Pre & post-sale
  • + Be attractive and ready
  • + Grow your value
  • + Efficiently maximize your business harvest
  • + Mitigate your risk
  • + Transition planning
  • + Recapitalization advisement

Family Office

  • + Lifestyle
  • + Advanced resources
  • + Travel
  • + Advocacy
  • + Wellness

Make the Change

 

Watch this short interview with our Founder, Ryan Fleischer at a recent Private Investment conference.

Founder Interview from Revolution Group on Vimeo.

Leadership Team

Latest Blogs & Podcasts

Tax Strategies for High-Net-Worth Individuals: Revolution Group’s Exclusive Learning Event

Revolution Group, LLC |
At Revolution Group, we recognize that effective tax planning is a cornerstone of wealth preservation and growth. For high-net-worth individuals, business owners, and families, tax strategies must go beyond compliance—they must be proactive, comprehensive, and integrated with overall financial goals. Our upcoming learning event will equip you with the knowledge and strategies needed to minimize tax liabilities and optimize your wealth in 2025. This exclusive event will feature Michael M. Rahn, CPA, CFP®, whose expertise...

Is Your Retirement Plan on Track? Expert Tips to Secure Your Financial Future

Revolution Group, LLC |
Categories
Retirement
Planning for a financially secure retirement can feel overwhelming, especially when you’re unsure whether your savings are on track. Concerns about running out of money in retirement are common, with research showing that one in five Americans over 50 has no retirement savings at all.¹ At Revolution Group, headquartered in Omaha, Nebraska , we help clients across the country take control of their financial futures. Founded by Ryan Fleischer, our firm is rooted in the...

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals in Omaha

Revolution Group, LLC |
Categories
Tax Planning
Investments
Retirement
Estate Planning
Real Estate
Are you a high-net-worth individual living in the Omaha metro? Do you know what it takes to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and financial goals, which are unique to everyone. However, nearly all high-net-worth individuals (HNWIs) share one common objective: reducing their tax obligations to the absolute minimum allowed by law. Achieving...