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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.


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 administrative, marketing, and financial team members on an individual basis. We are proud of the wonderful team we have to serve you.

W Phil Ratcliff

President and Senior Advisor

Tony Jones

Lead Financial Advisor

Richard Fleeman

Customer Service Specialist

Dylan Elmore

Marketing Assistant

Dylan Elmore Headshot

Hailey Rountree

Administrative Specialist

Jonathan Bailey

Financial Coach

Acie Middleton

Financial Coach

Alex Laurenzi

Lead Marketing Associate

John Civardi

Lead Marketing Associate

John Civardi

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.

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

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