Client Focus

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For Two Decades, Revolutionizing the Client Relationship

For the last 20 years, we’ve worked with individuals and families in all phases of the business planning lifecycle. Our process is driven by a tireless commitment to excellence. Whether at the apex of wealth accumulation or the verge of wealth transfer, our process focuses squarely on authenticity and quality.

When you choose RevX, you’re getting honest, transparent, objective advice. At every turn, we will discuss the distinct advantages and disadvantages tied to every possible decision you make under our watch, it is done from a place of impartiality. In doing so, our goal is to vest you with a sense of security by adding value to your life and legacy. Because we are not bound by the common constraints of other financial investment firms, we are independent in every sense of the word.

RevX works nationally with a regional emphasis in the Mid-Atlantic as follows:

  • Delaware:  Fenwick Island, Millsboro, Rehoboth Beach, Georgetown, Lewes and Sussex County
  • Maryland:  Baltimore, Berlin, Ocean City, Salisbury, Cambridge and Oxford
  • New Jersey:  Avalon, Stone Harbor and Surrounding Cape May County Areas
  • Pennsylvania:  Philadelphia, Gladwyne, Malvern, Wayne, Reading and West Chester
  • South Carolina: Charleston, Johns Island, Kiawah, Mount Pleasant and Myrtle Beach
  • Florida:  Palm Beach, Boca Raton, Boca Grande and Naples/Fort Myers

You Are Our Specialty

Our core focus is on you, the client. Together, we develop, implement and monitor a strategy tailored to your unique set of needs, wants and long-term goals. Over our 20-year history, we’ve equipped and empowered investors and entrepreneurs of all categories. We’ve also developed a roster of specialty clients that include the following:

Business Owners

We work with entrepreneurs and established business owners to balance business risk by designing investment plans that adapt to ever-changing market – and personal – conditions.

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Real Estate Investors

We work with real estate investors to establish a plan for evaluating and maximizing return by establishing plans that avoid unnecessary taxes, maximize wealth, eliminates troublesome properties and diversifies investments.

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Attorneys/CPA’s

We work with attorneys to expand investment opportunities and minimize risk by looking beyond your law firm’s 401(k) plans and designing a diversified wealth creation program customized to meet long- and short-term goals.

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Physicians

We work with physicians to preserve wealth amid the risks and consequences of the profession. We understand the human, career-based and financial challenges physicians face, constructing plans that maximize wealth that has taken years to achieve.

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Professional Athletes

We work with pro athletes to develop a financial plan that can take a relatively short window of wealth accumulation to the next level while definitively securing their financial future.

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