Financial Advisors in Columbus, Ohio

Providing superior service to you, locally.

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Columbus financial advisors that are independent, fee-only, and fiduciaries to you. 


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 on a fee-only basis, serving as a fiduciary to you. We specialize in financial planning, retirement planning, and investment management. Let us know how we can help you.

Building a better financial future, one relationship at a time.


What makes us different?

Fee-only and a fiduciary

We're compensated by clients and not third parties. Your best interests are our priority, always.

State of the art technology

Our team utilizes the most modern technology to optimize and integrate every aspect of your financial plan. 

Local to you

We serve clients nationwide, but we are based in Columbus. We're proud to afford the ability to serve you locally.

Transparency

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. 

Dedicated to you

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.

Professional Excellence

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.

Read our reviews


We believe that our clients' experiences and insights are important in helping you evaluate your decision to hire us as your financial advisor. We're proud of our online reputation and are working to continuously improve our ability to serve our clients.

our Specialties


We pride ourselves on the ability to serve you locally in each of the following financial areas:

Retirement Planning

Investment Management

College Planning

Tax Planning & Preparation

Estate Planning

Other Planning Areas

Try us out for free!

Sign up to receive a free financial plan demo, no commitment.

Complete the form below to receive a sample financial plan sent to your email. This includes a comprehensive financial plan document and walk-through video by President and Senior Advisor, Phil Ratcliff.

Ready to start planning with us? Sign up for a 30-day free trial.


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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© rebel Financial. All Rights Reserved.

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