- Our Mission -
To bring peace of mind and value to financial planning.
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.
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
All financial plans are completed by certified CFP advisors that are required at least 60 hours of continuing education per year.
We disclose our fees and help our clients to understand their total costs so they can judge the value of our services.
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.
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.