- Our Mission -

To bring peace of mind and value to financial planning.

About

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.

Taking Action

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.

We are dedicated to excellent performance.

We are Fee-Only

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

We are a Fiduciary

We always represent our clients' best interests first

Professional Excellence

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

Transparent Pricing

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

Freedom

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

Cutting Edge Technology

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

Our Philosophy

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

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Leadership

Phil Ratcliff

President & Senior Advisor

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.

Jonathan Bailey

Office Manager

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.

Team

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.

Tony Jones

Lead Advisor

William Martinez

Paraplanner with specialties in College Planning

Mary Heskett

Lead Client Relations Specialist

Richard Fleeman

Administrative Associate

Eileen Asher

Lead Marketing Associate

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