Financial advisors that are independent, fee-only, and fiduciaries to you.
Today there is no shortage of professionals that call themselves "Financial Advisors", however, there are two characteristics that prospective clients should demand from a true financial advisor: that they be a Certified Financial Planner (CFP) and that they be a fiduciary (look out for client's best interests 1st).
rebel Financial is a truly independent financial firm that specializes in investment management and financial planning, dedicated to serving the best interests of our clients above all other considerations
A message from our President, Phil Ratcliff
*Even if you are not interested in becoming a client, this appointment is free and you can learn a lot from it.
Proudly Representing
Working with rebel Financial
rebel Financial is a Registered Investment Advisor (RIA) in Columbus, OH that was founded in 2013. rebel Financial was created to serve our clients and employees before profit margins. We’ve worked to reduce bureaucracy, increase efficiency, limit conflicts of interest, and find ways to add more value to our clients and, in these ways, we do rebel against the ordinary.
Successfully planning for your future requires placing a high degree of trust with your advisor and other trusted professionals. You must share your inner aspirations and divulge information on your most valued possessions. We value this trust that is placed in us and hold sacred our responsibilities to you, our clients, in this relationship.
Building a better financial future, one relationship at a time:
Professional Excellence
Our financial advisors are all Certified Financial Planners (CFP), who have at least a BA/BS, and we require that they complete at least 60 hours of continuing education per year.
Fee-only & a Fiduciary
Fee-only means that we only accept compensation from our clients and do not accept compensation from third parties and, as a fiduciary, we always represent our clients’ best interests first.
Cutting edge technology
As a smaller company, freed from the bureaucratic gridlock of most large institutions, we implement the newest technology years before most of our competitors to build your plan with the best available tools
Freedom: Hire us on your own terms
Whether you want a one-time fee for advice/plan or want to hire us for the long-term, you are free to choose from multiple plans under either arrangement that fits your particular need.
Discretionary investment management
We take the additional care and liability to manage your investments with discretion, which means that we make changes to your accounts when they need rebalanced, without bothering you, and we take personal responsibility rather than asking our clients to rubber stamp every decision to avoid responsibility.
Dedication & Continuity
We are open and transparent in our pricing. We disclose our fees and help our clients to understand their total costs so they can accurately judge the value of our services.
Click here for on-going client pricing.
Fiduciary Advisors that work for YOU
Not for investment or insurance companies
*rebel Financial is an independent investment advisor and not affiliated with any of the retirement plan providers.
What rebel Financial can do for YOU
and how we're different from competitors
Fee-only & a Fiduciary
Fee-only means that we only accept compensation from our clients and do not accept compensation from third parties and, as a fiduciary, we always represent our clients’ best interests first.
Experience advisors that know your retirement
We specialize in working with public employees that have OPERS, STRS, or SERS. Furthermore, we have many clients at OU and know your particular benefits/opportunities as well.
Transparent Pricing
We are open and transparent in our pricing. We even produce a quarterly statement of all your fees so you know how much you pay and can quantify our value to you.
Professional Excellence
Our financial advisors are all Certified Financial Planners (CFP), who have at least a BA/BS, and we require that they complete at least 60 hours of continuing education per year.
Reduced Cost & Commitment
Because we don’t take commissions or work for a large financial firm we can drive down costs and remove restrictive contract terms. We always work at your discretion, no strings attached.
Dedication & Continuity
Whether you’re just starting your career, contemplating retirement, or are already retired we we can help you with your retirement planning. Furthermore, we’ve been serving staff & faculty for over 12yrs and plan to continue for decades to come.
Fiduciary Advisors that work for YOU
Not for investment or insurance companies
*rebel Financial is an independent investment advisor and not affiliated with any of the retirement plan providers.
Ready to get started? Let's start the conversation, your 1st consulatation is complimentary
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rebel Financial is a registered investment adviser in Columbus, OH, serving clients throughout the nation.
A more detailed description of the company, its management and practices are contained in its Firm Brochure (Form ADV, Part 2A).
5940 Clyde Moore Dr, Columbus, OH 43125 • Call 614-441-9605
