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

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. Read more.

rebel Financial is a true financial planning company that specializes in retirement & estate planning and is dedicated to serving the best interests of our clients above all other considerations.

We:
Specialize in actually building plans.
Only hire CFPs to build plans.
Are "Fee-Only."
Are always a Fiduciary to clients.

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. Read more.

rebel Financial is a true financial planning company that specializes in retirement & estate planning and is dedicated to serving the best interests of our clients above all other considerations.

We:
Specialize in actually building plans.
Only hire CFPs to build plans.
Are "Fee-Only."
Are always a Fiduciary to clients.

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

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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Investment Management
Tax Prep & Planning
Retirement Planning
Estate Planning
Special Needs Planning