If you're approaching retirement, running a business generating $500,000 or more annually, or managing complex financial needs across multiple accounts and entities in Northwest Arkansas, the decisions you make in the next few years will shape your financial life for decades. Revolutionary Wealth is an independent, fiduciary financial advisor in Bentonville, AR, built to help pre-retirees and business owners navigate tax strategy, retirement income, business exit planning, and estate coordination - all under one roof.
Schedule a no-obligation consultation to discuss your goals and see if our approach is the right fit for your situation.
Why Bentonville Trusts Revolutionary Wealth
Licensed independent financial advisory firm serving the Bentonville community and greater Northwest Arkansas
Manages over $100 million in client assets with advice on more than $500 million annually
Part of the established Lion Street advisor network, providing access to institutional research, compliance resources, and broad financial services
CERTIFIED FINANCIAL PLANNER™ practitioners with decades of combined experience across wealth management, tax planning, and business exit strategy
Why Bentonville Residents Choose Revolutionary Wealth for Financial Planning
Northwest Arkansas is home to a growing number of high-income professionals and business owners with financial concerns that go well beyond basic portfolio management. Revolutionary Wealth exists to meet those complex financial needs with clarity and integrity - not product sales.
Specialized expertise for pre-retirees and business owners: Our team focuses on the specific challenges facing individuals aged 59–67 preparing for retirement and business owners earning $500K+ who need coordinated personal and business financial planning. Matching advisors' services with clients' specific needs is crucial for effective financial planning, and our specialization means you work with people who understand your situation deeply.
Independent fiduciary approach: Fiduciary advisors are legally required to act in clients' best financial interests - not sell proprietary products or earn hidden commissions. We don't represent any insurance company, bank, or brokerage. Our advice starts and ends with what makes sense for you.
Comprehensive tax strategy integration: Retirement planning without tax planning leaves money on the table. We coordinate Roth conversion analysis, bracket management, withdrawal sequencing, and entity structuring with your existing CPAs and tax professionals - because tax strategies can significantly reduce tax liabilities for high earners.
Personalized attention for complex situations: Whether you're managing multiple income streams, evaluating a business sale, or coordinating estate transfers across generations, you get a plan tailored to your life - not a template.
Our Financial Advisory Services
Revolutionary Wealth offers comprehensive financial planning for Bentonville area clients, integrating retirement, taxes, business exit, and estate planning into a single coordinated strategy. Typical services offered by financial advisors include investment management, retirement planning, and tax planning - we go further by connecting each of those areas so nothing falls through the cracks.
Retirement Planning for Pre-Retirees
For individuals aged 59–67, the transition into retirement is one of the most consequential financial events of your life. Our retirement financial planning process addresses the decisions that determine whether your money lasts - and whether you enjoy the retirement you've earned.
Social Security optimization: Deciding when to claim - at 62, full retirement age, or 70 - in the context of spousal benefits, survivor benefits, and your overall income plan. Social Security maximization is crucial for retirement income planning.
Pension maximization: Evaluating lump-sum vs. annuity payouts, accounting for tax impact, inflation, and longevity risk.
RMD planning: RMDs must begin at age 72 for retirement accounts, and mistiming withdrawals can push you into higher tax brackets or trigger unnecessary penalties. We build tax-efficient withdrawal sequences that protect your reliable income across taxable, tax-deferred, and tax-free accounts.
Healthcare cost strategies: Long-term care costs are often overlooked in retirement planning. We incorporate healthcare projections so your plan reflects reality, not just hope.
Tax Strategy and Planning
Tax planning is where many advisors stop at surface-level advice. For high-income business owners and high net worth families, the stakes demand more. Tax-efficient withdrawals help manage tax brackets effectively, and investment strategies can be designed to minimize tax exposure.
Advanced tax reduction: Entity selection (S-corp, C-corp, pass-through), QBI deductions, tax-loss harvesting, and Qualified Charitable Distributions for those who qualify. High-net-worth individuals often require sophisticated tax strategies that go well beyond standard deductions.
Roth conversion analysis: Roth conversions can optimize tax efficiency in retirement planning - but mistiming a conversion can trigger higher taxes or push you into a higher bracket. We run detailed projections to find conversion windows that lower your lifetime tax burden.
CPA coordination: We work alongside your existing tax professionals, sharing data and strategy so nothing is duplicated or missed. Learn more about our approach to tax strategy for business owners.
Business Exit Planning
Most business owners overestimate what their business is worth by 30–50%. If you plan to sell, transition, or pass on a business with $1M–$25M in EBITDA, the planning should start 3–5 years before the exit - not 3–5 months.
Valuation and exit readiness: We review your operational structure, earnings consistency, owner dependence, and customer concentration to identify what drives - and what diminishes - your business value. Our team can help you pursue an independent valuation so you negotiate from a position of clarity.
Integration of personal and business planning: Aligning exit proceeds with your retirement income needs, tax burden, and investment strategy. Business succession planning is part of estate planning, and we treat them as connected - not separate conversations.
Succession and transition options: Internal succession, outside sale, ESOP, private equity - each path has distinct tax, legal, and emotional considerations. We help you evaluate which is suitable for your goals. Explore our guide on business exit planning and succession.
Estate and Legacy Planning
Estate planning includes wills, trusts, and beneficiary designations - and it's how you ensure wealth passes to the next generation on your terms. Estate planning helps protect what you've built, and for high-net-worth individuals, the complexity demands coordination across legal, tax, and financial disciplines.
Comprehensive estate coordination: We work with your estate attorney to review trust structures, beneficiary designations across retirement accounts and life insurance, and charitable giving strategies including donor-advised funds and charitable remainder trusts.
Generational wealth transfer: Lifetime gifting strategies, generation-skipping transfer planning, and advanced estate planning techniques for ultra high net worth families (defined as having $30 million or more in assets).
Annuities and retirement income: Annuities can provide guaranteed income during retirement. Fixed indexed annuities offer upside potential linked to an index with downside protection - though fees, surrender charges, and liquidity limitations must be carefully weighed. We help you understand whether annuities belong in your plan and how they fit your overall legacy goals.
How Our Financial Planning Process Works
Our process is designed to give you a clear path from your first conversation to ongoing, adaptive financial planning - with no obligation until you're confident this is the right step.
Step 1: Discovery and Goal Assessment
We start with a comprehensive review of your current financial situation - investments, retirement accounts, business interests, tax returns, estate documents, and insurance. We assess your risk tolerance, retirement timeline, income needs, and any concerns about taxes, healthcare, or family legacy.
Step 2: Customized Strategy Development
Based on your discovery session, our team creates an integrated financial plan that addresses retirement income, tax strategy, business exit (if applicable), and estate coordination. You receive a clear implementation timeline and specific recommendations - not generic advice. Wealth management strategies must align with long-term financial goals, and every recommendation is stress-tested against your actual numbers.
Step 3: Implementation and Ongoing Support
We execute the plan alongside your existing professionals - CPAs, attorneys, insurance advisors - and monitor results through quarterly reviews and annual strategy updates. Investment management involves building and managing personalized portfolios based on risk tolerance, and we adjust your investment strategy as markets, tax laws, and your life evolve.
Client Success Stories
We believe in transparency and real results. Below are placeholders for testimonials from actual Revolutionary Wealth clients in the Bentonville and Northwest Arkansas area. Each testimonial should include the client's background (business owner, pre-retiree, etc.) and specific outcomes achieved - tax savings, retirement readiness, business exit success, or financial confidence gained.
[Client Name], [Business Owner / Pre-Retiree], Bentonville, AR "[Testimonial about specific outcomes - e.g., tax savings achieved, retirement timeline clarity, business exit preparation results.]"
[Client Name], [Client Type], Rogers, AR "[Testimonial about working with the Revolutionary Wealth team and the impact on their financial journey.]"
Clients should verify advisors' credentials and review their disciplinary history before engaging any firm. Using local directories helps clients find vetted financial professionals - we welcome that scrutiny.
Areas We Serve in Northwest Arkansas
Revolutionary Wealth's office in Bentonville serves clients throughout the region. Our primary service areas include:
Bentonville and surrounding neighborhoods
Rogers, Cave Springs, and Centerton
Fayetteville and Springdale
Bella Vista and Pea Ridge
Siloam Springs and greater Benton County
Virtual consultations available throughout Arkansas and across multiple states
Whether you prefer to meet in person at our Bentonville office or connect virtually, we make comprehensive financial planning accessible to individuals and families across the community.
Frequently Asked Questions
What makes Revolutionary Wealth different from other Bentonville financial advisors?
We are an independent fiduciary firm - meaning we don't sell proprietary products or earn commissions on what we recommend. Our focus is specifically on pre-retirees, business owners, and high net worth families with complex financial needs. As part of the Lion Street network, we have access to institutional-level research and services while maintaining the personalized attention of a local firm. Financial advisors help manage money, protect assets, and plan for life milestones - we do that through an integrated approach that connects taxes, retirement, business exit, and estate into one cohesive strategy.
How much do your financial planning services cost?
Understanding fee structures can help clients choose the right advisor. Fee-only financial advisors charge flat rates, hourly rates, or a percentage of assets under management. Revolutionary Wealth uses a transparent, competitive fee model - primarily asset-based management fees with no hidden commissions. We'll explain exactly what's included during your initial consultation so there are no surprises. Wealth management includes investment planning and risk tolerance analysis, and our fees reflect the depth of planning we provide.
Do you work with clients outside of Bentonville?
Yes. While our office is in Bentonville, we serve clients throughout Northwest Arkansas - including Rogers, Fayetteville, Springdale, Bella Vista, and beyond. We also offer virtual consultations for clients across Arkansas and in other states. Learn more about who we serve.
What types of clients do you typically work with?
Our ideal clients include pre-retirees (ages 59–67) preparing for retirement, business owners earning $500,000+ annually who are planning for growth or exit, and high-net-worth individuals - typically defined as having $2 million or more in assets. We also work with families managing generational wealth transfer and individuals navigating complex situations like divorce, widowhood, or the sale of a business. High-net-worth individuals often require complex estate planning, and our services are built for that level of depth. Review our financial services overview for more detail.
Start Your Financial Planning Journey
Your financial journey deserves more than generic funds and a quarterly statement. If you're ready to grow and protect your wealth with a plan built around your actual life - your business, your family, your retirement goals - start with a conversation.
Schedule a no-obligation consultation with our Bentonville team to review your situation and explore what a coordinated financial plan could mean for your future.
Revolutionary Wealth · Bentonville, AR · [Phone] · [Email]
Important Disclosures
Revolutionary Wealth is an investment adviser registered with the SEC; registration does not imply a certain level of skill or training. Nothing on this site should be construed as a guarantee of specific results or a recommendation to buy or sell any particular security.
Revolutionary Wealth is not a law firm and does not provide legal, tax, or accounting advice. We coordinate with your qualified professionals to deliver integrated planning.
Past performance is not indicative of future results; all investments involve risk including possible loss of principal. Please note that no investment strategy can guarantee a profit or protect against loss in declining markets.
Disclosures
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC www.sipc.org (opens in a new window). Integrity Wealth is a marketing name for Integrity Alliance, LLC. Revolutionary Wealth LLC is not affiliated with Integrity Wealth. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. Tax and legal services are not offered through Integrity Wealth.
Full disclosures
Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk.
Active portfolio management, including market timing, can subject longer term investors to potentially higher fees and can have a negative effect on the long-term performance due to the transaction costs of the short-term trading. In addition, there may be potential tax consequences from these strategies. Active portfolio management and market timing may be unsuitable for some investors depending on their specific investment objectives and financial position. Active portfolio management does not guarantee a profit or protect against a loss in a declining market.
Rebalancing/Reallocating can entail transaction costs and tax consequences that should be considered when determining a rebalancing/reallocation strategy.
Tax-loss harvesting is a strategy of selling securities at a loss to offset a capital gains tax liability. It is typically used to limit the recognition of short-term capital gains, which are normally taxed at higher federal income tax rates than long-term capital gains, though it is also used for long-term capital gains.
Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency. Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.
Any references to protection or steady and reliable income streams refer only to fixed insurance products. References to protection can also refer to estate planning. They do not refer, in any way, to securities or investment advisory products.
Fixed Annuities are long term insurance contracts and there is a surrender charge imposed generally during the first 5 to 7 years that you own the annuity contract. Withdrawals prior to age 59 1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.
Mutual Funds are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing in Mutual Funds. The prospectus, which contains this and other information about the investment company, can be obtained directly from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. An investment in the Fund involves risk, including possible loss of principal.
A REIT is a security that sells like a stock on the major exchanges and invests in real estate directly, either through properties or mortgages. REITs receive special tax considerations and typically offer investors high yields, as well as a highly liquid method of investing in real estate. There are risks associated with these types of investments and include but are not limited to the following: Typically no secondary market exists for the security listed above. Potential difficulty discerning between routine interest payments and principal repayment. Redemption price of a REIT may be worth more or less than the original price paid. Value of the shares in the trust will fluctuate with the portfolio of underlying real estate. Involves risks such as refinancing in the real estate industry, interest rates, availability of mortgage funds, operating expenses, cost of insurance, lease terminations, potential economic and regulatory changes. This is neither an offer to sell nor a solicitation or an offer to buy the securities described herein. The offering is made only by the Prospectus.
Converting an employer plan account or Traditional IRA to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including but not limited to, a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.
Indexed annuities are insurance contracts that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company. Surrender charges apply if not held to the end of the term. Withdrawals are taxed as ordinary income and, if taken prior to 59 1/2, a 10% federal tax penalty. Investors are cautioned to carefully review an indexed annuity for its features, costs, risks, and how the variables are calculated.
Please consider the investment objectives, risks, charges, and expenses carefully before investing in Variable Annuities. The prospectus, which contains this and other information about the variable annuity contract and the underlying investment options, can be obtained from the insurance company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
The investment return and principal value of the variable annuity investment options are not guaranteed. Variable annuity sub-accounts fluctuate with changes in market conditions. The principal may be worth more or less than the original amount invested when the annuity is surrendered.
QLACs cannot be purchased with Roth or Inherited IRA dollars; value of such IRAs cannot be included in determining 25% premium limit. If Funding Source is Traditional IRA, 25% limit is calculated by combining the total value of all Traditional IRAs as of December 31st of the previous year. If Funding source is Employer sponsored qualified plan (401k, 403b and governmental 457b), 25% limit is calculated on an individual plan basis based on the plan's account value on the previous day's market close. If you previously purchased a QLAC, the calculation of your 25% limit is more complicated. Please contact an attorney or tax professional for additional details. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company.
The projections or other information generated by Monte Carlo analysis tools regarding the likelihood of various investment outcomes are hypothetical in nature, are based on assumptions that you provide which could prove to be inaccurate over time, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time.
This material is for general informational purposes only and is not intended to provide specific investment, tax, or legal advice or recommendations for any individual. Consult with your own tax or legal professional regarding your specific situation before acting on any information presented here. The information has been developed from sources believed to be providing accurate information, but no representation is made as to its accuracy or completeness.
Cash balance and other qualified retirement plan strategies described here are general in nature; actual contribution limits, deductibility, and plan design depend on individual circumstances, plan documents, and applicable IRS rules, and should be reviewed with a qualified plan actuary or administrator.