Today there is no shortage of professionals that call themselves "financial advisors," however, there are two characteristics that prospective clients should demand from a true financial advisor:
rebel Financial is a truly independent financial firm that operates as a fiduciary to its clients. We are fee-only, specializing in financial planning, retirement planning, and investment management.
We're compensated by clients and not third parties. Your best interests are our priority, always.
Our team utilizes the most modern technology to optimize and integrate every aspect of your financial plan.
We serve clients nationwide, but we are based in Columbus. We're proud to afford the ability to serve you locally.
We are completely transparent with our pricing. We disclose our fees to help you understand your total costs and accurately judge the value we provide through our services.
Having a small staff gives us the ability to serve you on a completely personalized and individual basis. We are dedicated to providing you with the service that you deserve.
Financial plans are carefully made by our experienced certified financial planners (CFPs). Our CFPs each have at least a Bachelor's degree and complete 60 hours of CE each year.
rebel Financial is a Registered Investment Advisor (RIA) in Columbus, OH, serving clients throughout the nation.
A more detailed description of the company, its management, and practices are contained in its Form ADV, Part 2A and Disclosures
5940 Clyde Moore Dr, Columbus, OH 43125 • Call 614-441-9605
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