Revolution Capital is an independent financial planning and investment management firm based in Cambridge, Massachusetts, serving clients in the greater Boston Metro area and working virtually with clients wherever they are. Founded in 2000, the firm is a Massachusetts-registered investment adviser committed to acting as a fiduciary and putting clients’ interests first. Its approach begins with understanding each person’s finances, needs, objectives, and concerns, recognizing that no single financial strategy suits everyone.

The firm offers financial planning for clients seeking help developing a plan, as well as investment management for those who want professional management of their investments. Revolution Capital emphasizes practical advice and independent management rather than product pitches. It is fee-based and says it aims to keep costs simple, sensible, and clear, with services and pricing available through the firm. Its investment commitment also excludes client investments in fossil fuel companies involved in mining, drilling, or fracking. Prospective clients can schedule a free appointment to explore whether the firm is a suitable fit.