Fiduciary Financial Planner & Tax Advisor — Bentonville, Arkansas
Revolutionary Wealth coordinates your financial plan, your tax strategy, and your estate plan in one place — so decisions don’t fall through the gap between three professionals who’ve never spoken.
3
Offices
Bentonville · Joplin · Monett
12
Services
One coordinated plan
Español
Se Habla Español
Complete financial planning, in Spanish and English
Advice is built around your plan, not a product.
Your advisor and your CPA work in the same building, on the same conversation — not handed off between offices that don't talk.
Wills, trusts, and beneficiary designations are implemented alongside your financial plan — with our in-house attorney giving the legal advice, in the same building, rather than referred out to an office that never sees the plan.
Lion Street is a national network of specialized independent firms built to deliver planning for ultra-high-net-worth families — and we're one of only 200 owner firms in it. The bench that can plan around $2 billion is the same one that plans around $200,000.
The Retirement Tax Savings Line
The earlier you begin planning, the more opportunities the tax code gives you. Delaying retirement tax planning can significantly reduce your lifetime tax-saving potential. Select your age to see which planning opportunities remain available.
What We Do
The flagship
A plan for turning what you've saved into money you can actually spend — in the right order, from the right accounts, without an unnecessary tax bill along the way.
For business owners over 50
For business owners over fifty with more than $200,000 in annual profit who can put six figures a year toward retirement — tax-deductible, on a defined schedule.
Rollovers, consolidation, employer plans
Rollover decisions, account consolidation, and employer-plan complexity — handled with a full view of the tax consequences, not just the paperwork.
Proactive, not just annual filing
Your investment decisions and your tax strategy, built by the same team, under one roof — instead of an advisor and a CPA who've never spoken.
Documents that match the plan
Wills, trusts, and beneficiary designations coordinated with your actual financial plan — reviewed and implemented under one roof alongside our legal counsel, not left to gather dust.
Coordinated, not isolated
Investment decisions made in view of your taxes and your income needs — not managed in isolation from the rest of your plan.
For owners planning an exit
A defensible valuation of your business — the figure your exit plan, your estate plan, and your tax strategy all quietly depend on.
For ultra-high-net-worth families
Financing the premiums on substantial life insurance so committed capital stays committed — designed conservatively, stress-tested, and reviewed every year.
For collectors
Valuation, tax, and succession planning for art, cars, wine, and other collections — so what took a lifetime to assemble isn't auctioned off to cover a tax bill.
For practice owners and MSO participants
Nonqualified deferred compensation structured through a management services organization — for owners whose income far outruns what qualified plans can shelter.
For qualified purchasers
Institutionally priced life insurance that lets qualified purchasers hold tax-inefficient strategies inside a policy wrapper — where it genuinely fits, and only there.
For policies you no longer need
Selling an unwanted or unaffordable life insurance policy on the secondary market — often for meaningfully more than its cash surrender value, when it qualifies.
In Drew’s Words
Drew Scott, Revolutionary Wealth
The Gap
Here, the planner, the CPA, and the estate attorney work in the same building on the same plan. A Roth conversion gets checked against your tax return and your trust before it happens, not after.
Northwest Arkansas
Three offices across Northwest Arkansas and southwest Missouri — Bentonville, the Joplin area, and Monett. The people planning your retirement are the people you run into at the store.
Visit Us
5.0 on Google
across 17 reviews from both offices
I had an excellent experience working with Jacob Patterson on my retirement planning. He was extremely knowledgeable and took the time to explain every step of the process in a way that was easy to understand. He patiently answered all of my questions and made sure I felt confident in every decision.
Drew has been incredibly helpful in guiding my husband and me through life insurance options for our family. He took the time to explain everything clearly and helped us find the best coverage for both of us and our two children at a great value. The process was smooth, convenient, and stress-free.
Drew at Revolutionary Wealth has a huge heart to help people with more than their taxes, but also to multiply their wealth. Revolutionary Wealth is equipped for Estate Planning, and Business Start Ups and Investments and many other needs. Drew is very personable and professional!
Jacob was very patient with me when I asked about my retirement options. He had a ton of options to help me grow my retirement and after investing with him I completely stopped worrying about it! He knows his stuff and I trust him completely to guide me on my money!
Drew has been a godsend in my financial wellbeing. He's honest and knows what he's doing. I would recommend him to anyone.
Jacob took his time discussing and understanding my goals and provided several different options to choose from to grow my investment account. He continues to check in and provide updates on opportunities that would benefit me.
