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ABOUT US
Located in Columbus, Ohio, rebel Financial is your trusted local financial advisor specializing in retirement planning for you, your business, and your employees. We make the process easy for you by working with you to create a custom pension plan. We are not only local, but we are also small, meaning that we able to serve you more quickly and efficiently than larger, bureaucratic firms. As your fiduciary partner, we promise to prioritize the needs of you as our client above all.
See the rebel DifferenceMeet the team
We are Fee-Only
We maintain cutting edge technology
We provide exceptional service
We are a Fiduciary
We offer multiple custodians
We offer simple and transparent pricing
Our Investment Philosophy
Our investment philosophy supports our goals of meeting the needs of each and every one of our clients. Through our customizable approach, our investment philosophy aims to create a high probability of a success with a statistically lower amount of risk, making it suitable for you to generate a favorable return on the market. We work with our clients to choose an investment strategy that aligns with their goals.
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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