About Us

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.

Checking off all the boxes

Provide Exceptional Service
Maintain Cutting Edge Technology
Offer Multiple Custodians
Offer Simple & Transparent Pricing

Our Investment Philosophy

While investment management is a vital component of our services, it's important to note that our core focus lies in comprehensive financial planning. Our investment philosophy, deeply rooted in a scientific and systematic approach, serves as a means to empower our clients in realizing their aspirations. We work closely with individuals to identify an investment strategy tailored to their unique objectives, ensuring the highest likelihood of success while minimizing statistical risk.

At the heart of our approach is the unwavering commitment to helping clients leverage their hard-earned resources and capital, effectively transforming their financial goals into a reality. Learn more about how our investment philosophy aligns with your specific aspirations and desires.

Our Planning Philosophy

At rebel Financial, we stand out as a true financial planning firm with a distinct focus on retirement and estate planning. Our unwavering commitment is to prioritize the best interests of our clients above all else.

Here's what sets us apart:

Hands-on Planning: We specialize in crafting practical, actionable financial plans. Our approach goes beyond theory, ensuring that your financial goals are not just conceptual but tangible.

Certified Financial Planners (CFPs): When you entrust your financial future to us, you can rest assured that your plans are being developed by professionals who hold the Certified Financial Planner (CFP) designation, denoting the highest standards of expertise and ethics.

Fee-Only Structure: We are a "Fee-Only" firm, meaning our compensation comes solely from our clients. This ensures transparency and eliminates conflicts of interest, as we work solely to serve your financial well-being.

Unwavering Fiduciary Responsibility: We uphold a fiduciary duty to our clients at all times. This means that we are legally bound to act in your best interests, providing you with peace of mind and trust in our services.

With Rebel Financial, your financial future is in the hands of dedicated professionals who are driven by your success and well-being.

Planning is our Specialty

We'd love to have the opportunity to see how we might be able to help you plan for brighter financial future!

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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

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