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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:
They are certified financial planners (CFP)They are a fiduciary, looking out for their clients’ best interests first.
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:
Financial Planning
Special Needs Planning
Retirement Planning
Investment Management
College Planning
Tax Planning & Preparation
Estate Planning
Other Planning Areas
Flexible
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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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Other Services
Investment ManagementTax Prep & PlanningRetirement PlanningEstate PlanningSpecial Needs Planning