Revalue

The world is changing, shouldn’t the financial services industry?

Revalue is a registered investment advisory firm that is here to meet the needs of investors who want to be guided on their journey toward economic empowerment. Our holistic financial planning services and customized portfolio management provide clarity and confidence for people who know there’s a better way.

Financial Planning
with Purpose

We provide guidance that takes your whole life into account, not just your money.

Through our Prosperity Plan™ you’ll receive personal advice with a live advisor in the comfort of your own home.

Values-based
Investment Research

We believe in buying responsible, quality companies at a fair price.

We research the numbers, strategy, and culture of public and private investments for conscious investors and fellow advisors.

Education Designed
to Empower

More than just education, we provide opportunities for both investors and advisors to explore new information and classic concepts through:

  • Articles
  • Online Classes
  • In Person Training
  • Webinars
  • Peer-to-Peer Learning Events