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Home

[headline style="1" align="center" headline_tag="h2"]<a style="color: #565354;" href="https://erebeladvisor.com">Home</a>[/headline]

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[headline style="1" align="center" headline_tag="h2"]<a style="color: #565354;" href="https://erebeladvisor.com/about">About Us</a>[/headline]

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Contact Us

[headline style="1" align="center" headline_tag="h2"]<a style="color: #565354;" href="https://erebeladvisor.com/contact">Contact Us</a>[/headline]

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Login

[headline style="1" align="center" headline_tag="h2"]<a style="color: #565354;" href="https://wealth.emaplan.com/ema/SignIn?ema/ria/rebelfinancialllc">Login</a>[/headline]

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– Our Mission –

[headline style="1" font_size="50" font_style="300" align="center" headline_tag="h2"]- Our Mission -[/headline]

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[text_block style=”style_1.png” align=”center” font_size=”20″ top_padding=”20″ bottom_padding=”50″]To bring peace of mind and value to financial planning.[/text_block]

[text_block style="style_1.png" align="center" font_size="20" top_padding="20" bottom_padding="50"]To bring peace of mind and value to financial planning.[/text_block]

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About

[headline style="1" font_size="40" font_style="300" align="center" headline_tag="h2"]About[/headline]

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[text_block style=”style_1.png” align=”center” font_size=”20″ top_padding=”20″ bottom_padding=”50″]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.[/text_block]

[text_block style="style_1.png" align="center" font_size="20" top_padding="20" bottom_padding="50"]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.[/text_block]

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[/text_block]

[text_block style="style_1.png" align="center" font_size="50" font_style="normal" font_color="%237A449A"]<h1><"i" class="wp-svg-"arrow-up-right-3" "arrow-up-right-3""></"i"></h1>[/text_block]

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Taking Action

[headline style="1" font_style="300" align="center"]Taking Action[/headline]

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[text_block style=”style_1.png” align=”center” font_size=”20″ font_style=”normal” width=”940″]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.[/text_block]

[text_block style="style_1.png" align="center" font_size="20" font_style="normal" width="940"]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.[/text_block]

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We are dedicated to excellent performance.

[headline style="1" font_style="300" align="center" bottom_margin="50"]We are dedicated to excellent performance.[/headline]

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[op_liveeditor_element data-style=””][text_block style=”undefined” align=”center” font_size=”20″]We are Fee-Only

We only accept compensation from our clients and not from third parties.

[/text_block][/op_liveeditor_element]

[op_liveeditor_elements][/op_liveeditor_elements]

[op_liveeditor_elements] <div class="row element-container cf " >[op_liveeditor_element data-style=""][text_block style="undefined" align="center" font_size="20"]We are Fee-Only<br />
<h5>We only accept compensation from our clients and not from third parties.</h5>[/text_block][/op_liveeditor_element]</div>[/op_liveeditor_elements]

[feature_box style="20" only_advanced="There%20are%20no%20title%20options%20for%20the%20choosen%20style" width="460" bottom_padding="45" alignment="center"]#OP_CHILD_ELEMENTS#[/feature_box]

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[op_liveeditor_element data-style=””][text_block style=”undefined” align=”center” font_size=”20″]We are a Fiduciary

We always represent our clients’ best interests first

[/text_block][/op_liveeditor_element]

[op_liveeditor_elements][/op_liveeditor_elements]

[op_liveeditor_elements] <div class="row element-container cf " >[op_liveeditor_element data-style=""][text_block style="undefined" align="center" font_size="20"]We are a Fiduciary<br />
<h5>We always represent our clients' best interests first</h5>[/text_block][/op_liveeditor_element]</div>[/op_liveeditor_elements]

[feature_box style="20" only_advanced="There%20are%20no%20title%20options%20for%20the%20choosen%20style" width="460" bottom_padding="40" alignment="center"]#OP_CHILD_ELEMENTS#[/feature_box]

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[op_liveeditor_element data-style=””][text_block style=”undefined” align=”center” font_size=”20″]Professional Excellence

All financial plans are completed by certified CFP advisors that are required at least 60 hours of continuing education per year.

[/text_block][/op_liveeditor_element]

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[op_liveeditor_elements] <div class="row element-container cf " >[op_liveeditor_element data-style=""][text_block style="undefined" align="center" font_size="20"]Professional Excellence<br />
<h5>All financial plans are completed by certified CFP advisors that are required at least 60 hours of continuing education per year.</h5>[/text_block][/op_liveeditor_element]</div>[/op_liveeditor_elements]

[feature_box style="20" only_advanced="There%20are%20no%20title%20options%20for%20the%20choosen%20style" width="460" bottom_padding="20" alignment="center"]#OP_CHILD_ELEMENTS#[/feature_box]

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[op_liveeditor_element data-style=””][text_block style=”undefined” align=”center” font_size=”20″]Transparent Pricing

We disclose our fees and help our clients to understand their total costs so they can judge the value of our services.

[/text_block][/op_liveeditor_element]

[op_liveeditor_elements][/op_liveeditor_elements]

[op_liveeditor_elements] <div class="row element-container cf " >[op_liveeditor_element data-style=""][text_block style="undefined" align="center" font_size="20"]Transparent Pricing<br />
<h5>We disclose our fees and help our clients to understand their total costs so they can judge the value of our services.</h5>[/text_block][/op_liveeditor_element]</div>[/op_liveeditor_elements]

[feature_box style="20" only_advanced="There%20are%20no%20title%20options%20for%20the%20choosen%20style" width="460" alignment="center"]#OP_CHILD_ELEMENTS#[/feature_box]

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[op_liveeditor_element data-style=””][text_block style=”undefined” align=”center” font_size=”20″]Freedom

You are free to choose from multiple plans to fit your particular need.

[/text_block][/op_liveeditor_element]

[op_liveeditor_elements][/op_liveeditor_elements]

[op_liveeditor_elements] <div class="row element-container cf " >[op_liveeditor_element data-style=""][text_block style="undefined" align="center" font_size="20"]Freedom<br />
<h5>You are free to choose from multiple plans to fit your particular need.</h5><br />
<h5></h5>[/text_block][/op_liveeditor_element]</div>[/op_liveeditor_elements]

[feature_box style="20" only_advanced="There%20are%20no%20title%20options%20for%20the%20choosen%20style" width="460" alignment="center"]#OP_CHILD_ELEMENTS#[/feature_box]

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[op_liveeditor_element data-style=””][text_block style=”undefined” align=”center” font_size=”20″]Cutting Edge Technology

We implement the newest technology years before most of our larger corporate competitors, giving you the best available tools.

[/text_block][/op_liveeditor_element]

[op_liveeditor_elements][/op_liveeditor_elements]

[op_liveeditor_elements] <div class="row element-container cf " >[op_liveeditor_element data-style=""][text_block style="undefined" align="center" font_size="20"]Cutting Edge Technology<br />
<h5>We implement the newest technology years before most of our larger corporate competitors, giving you the best available tools.</h5><br />
<h5></h5>[/text_block][/op_liveeditor_element]</div>[/op_liveeditor_elements]

[feature_box style="20" only_advanced="There%20are%20no%20title%20options%20for%20the%20choosen%20style" width="460" alignment="center"]#OP_CHILD_ELEMENTS#[/feature_box]

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[/text_block]

[text_block style="style_1.png" align="center" font_size="50" font_style="normal" font_color="%237A449A" top_margin="75"]<h1><"i" class="wp-svg-"star-3" "star-3""></"i"></h1>[/text_block]

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Our Philosophy

[headline style="1" font_size="40" font_style="300" align="center" headline_tag="h2"]Our Philosophy[/headline]

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[text_block style=”style_1.png” align=”center” font_size=”18″ font_style=”normal” top_padding=”20″ bottom_margin=”50″ width=”800″]Investment management is the most common service we perform for our clients. It is not the core of what we do, that is planning we mentioned above, but it is the main means by which we help our clients leverage their hard work and capital to accomplish their goals. Our general philosophy shines through into our investing because we manage our clients’ money very scientifically and systematically by helping them choose an investment strategy that will help them achieve their goals with the highest probability of success with the statistically least amount of risk for their specific goals and desires[/text_block]

[text_block style="style_1.png" align="center" font_size="18" font_style="normal" top_padding="20" bottom_margin="50" width="800"]Investment management is the most common service we perform for our clients. It is not the core of what we do, that is planning we mentioned above, but it is the main means by which we help our clients leverage their hard work and capital to accomplish their goals. Our general philosophy shines through into our investing because we manage our clients’ money very scientifically and systematically by helping them choose an investment strategy that will help them achieve their goals with the highest probability of success with the statistically least amount of risk for their specific goals and desires[/text_block]

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Learn more

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[video_player type="embed" style="1" dimensions="853×480" width="853" height="480" align="center" margin_top="50" margin_bottom="50" ipad_color="black"]<img src="https://erebeladvisor.com/wp-content/themes/optimizePressTheme/lib/images/video_placeholder.png" alt="PGlmcmFtZSBzcmM9Imh0dHBzOi8vcGxheWVyLnZpbWVvLmNvbS92aWRlby8xNTI0NzgwNjAiIHdpZHRoPSI1MDAiIGhlaWdodD0iMjgxIiBmcmFtZWJvcmRlcj0iMCIgd2Via2l0YWxsb3dmdWxsc2NyZWVuPSIiIG1vemFsbG93ZnVsbHNjcmVlbj0iIiBhbGxvd2Z1bGxzY3JlZW49IiI+PC9pZnJhbWU+CjxwPjxhIGhyZWY9Imh0dHBzOi8vdmltZW8uY29tLzE1MjQ3ODA2MCI+TGlmZSBJbiBBIEJveCAyPC9hPiBmcm9tIDxhIGhyZWY9Imh0dHBzOi8vdmltZW8uY29tL3VzZXIxODk4NDI2MCI+VyBQaGlsIFJhdGNsaWZmPC9hPiBvbiA8YSBocmVmPSJodHRwczovL3ZpbWVvLmNvbSI+VmltZW88L2E+LjwvcD4=" width="1" height="1" />[/video_player]

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Leadership

[headline style="1" font_size="40" font_style="300" align="center" headline_tag="h2"]Leadership[/headline]

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Phil Ratcliff

[headline style="1" font_style="normal" font_color="%23565354" align="center" headline_tag="h2"]Phil Ratcliff[/headline]

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President & Senior Advisor

[headline style="1" font_size="18" font_style="300" font_color="%23565354" align="center" headline_tag="h2"]President &amp; Senior Advisor[/headline]

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[text_block style=”style_1.png” align=”center” font_size=”15″ width=”350″]Phil’s strategic vision has built rebel Financial from the ground up. With multiple certifications, AIF®, CFP®, ChFC®, CLU® and more than 14 years of experience as a financial advisor, Phil has dedicated himself in making a financial firm dedicated to giving value to its clients.[/text_block]

[text_block style="style_1.png" align="center" font_size="15" width="350"]Phil's strategic vision has built rebel Financial from the ground up. With multiple certifications, AIF®, CFP®, ChFC®, CLU® and more than 14 years of experience as a financial advisor, Phil has dedicated himself in making a financial firm dedicated to giving value to its clients.[/text_block]

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Jonathan Bailey

[headline style="1" font_style="normal" font_color="%23565354" align="center" headline_tag="h2"]Jonathan Bailey[/headline]

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Office Manager

[headline style="1" font_size="18" font_style="300" font_color="%23565354" align="center" headline_tag="h2"]Office Manager[/headline]

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[text_block style=”style_1.png” align=”center” font_size=”15″ width=”350″]Since 2014, Jonathan has been the right-hand man in supporting rebel Financial and is the executive assistant to Phil. Jonathan was administered his Series 65 certification in late 2018 and qualifies to be an Investment Adviser Representative.[/text_block]

[text_block style="style_1.png" align="center" font_size="15" width="350"]Since 2014, Jonathan has been the right-hand man in supporting rebel Financial and is the executive assistant to Phil. Jonathan was administered his Series 65 certification in late 2018 and qualifies to be an Investment Adviser Representative.[/text_block]

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Team

[headline style="1" font_size="40" font_style="300" align="center" headline_tag="h2"]Team[/headline]

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[text_block style=”style_1.png” align=”center” font_size=”18″ font_style=”normal” top_padding=”20″ width=”600″]A team is only as strong as its individual parts. Fortunately, one of the strengths of being small is that we have the ability to recruit, train, and monitor all of our team members on an individual basis. We are proud of the wonderful team we have to serve you.[/text_block]

[text_block style="style_1.png" align="center" font_size="18" font_style="normal" top_padding="20" width="600"]A team is only as strong as its individual parts. Fortunately, one of the strengths of being small is that we have the ability to recruit, train, and monitor all of our team members on an individual basis. We are proud of the wonderful team we have to serve you.[/text_block]

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Tony Jones

[headline style="1" font_size="18" font_style="normal" font_color="%23565354" align="center" headline_tag="h2"]Tony Jones[/headline]

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Lead Advisor

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William Martinez

[headline style="1" font_size="18" font_style="normal" font_color="%23565354" align="center" headline_tag="h2"]William Martinez[/headline]

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Paraplanner with specialties in College Planning

[headline style="1" font_size="15" font_style="300" font_color="%23565354" align="center" headline_tag="h2"]Paraplanner with specialties in College Planning[/headline]

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Mary Heskett

[headline style="1" font_size="18" font_style="normal" font_color="%23565354" align="center" headline_tag="h2"]Mary Heskett[/headline]

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Lead Client Relations Specialist

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Richard Fleeman

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Administrative Associate

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Eileen Asher

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Lead Marketing Associate

[headline style="1" font_size="15" font_style="300" font_color="%23565354" align="center" headline_tag="h2"]Lead Marketing Associate[/headline]

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View Open Positions

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[headline style="1" font_size="50" font_style="bold" font_spacing="0" align="center" headline_tag="h3" line_height="24" top_margin="0" bottom_margin="0"]<a style="color: #565354;" href="https://www.facebook.com/rebel.financial/" target="_blank" rel="noopener"><"i" class="wp-svg-"facebook-2" "facebook-2""></"i"></a>[/headline]

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[headline style="1" font_size="50" font_style="bold" font_spacing="0" align="center" headline_tag="h3" line_height="24" top_margin="0" bottom_margin="0"]<a style="color: #565354;" href="https://www.linkedin.com/company/rebel-financial-llc?trk=tyah&amp;trkInfo=clickedVertical%3Acompany%2CclickedEntityId%3A3672378%2Cidx%3A2-1-2%2CtarId%3A1450893527150%2Ctas%3Arebel%20financial" target="_blank" rel="noopener"><"i" class="wp-svg-"linkedin" "linkedin""></"i"></a></p>
<p>&nbsp;[/headline]

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[headline style="1" font_size="50" font_style="bold" font_spacing="0" align="center" headline_tag="h3" line_height="24" top_margin="0" bottom_margin="0"]<a style="color: #565354;" href="https://twitter.com/rebelfinancial" target="_blank" rel="noopener"><"i" class="wp-svg-"twitter-2" "twitter-2""></"i"></a></p>
<p>&nbsp;[/headline]

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[headline style="1" font_size="50" font_style="bold" font_spacing="0" align="center" headline_tag="h3" line_height="24" top_margin="0" bottom_margin="0"]<a style="color: #565354;" href="https://www.instagram.com/rebelfinancial/" target="_blank" rel="noopener"><"i" class="wp-svg-"instagram" "instagram""></"i"></a></p>
<p>&nbsp;[/headline]

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