Columbus, United States
rebel Financial is a rebellion in the world of financial services, with a commitment to putting #peoplebeforeprofit at the core of its operations. Founded in 2013 by Phil Ratcliff, this Registered Investment Advisor (RIA) prioritizes the interests of its clients, offering expert financial planning, advice, and asset management services. Operating as an independent, fee-only, fiduciary firm, rebel Financial emphasizes value creation in financial planning, serving clients in the Columbus, Ohio region and surrounding states.
By providing customizable financial planning packages, rebel Financial tailors its services to suit varying client needs and budgets. Moreover, the company's unique approach is underscored by its commitment to giving back; 15% of its profits are allocated to Phil's upcoming non-profit, The rebel Financial Foundation, to support government scientific and health research.
Driven by a mission to reduce bureaucracy, enhance efficiency, and minimize conflicts of interest, rebel Financial stands out for its dedication to client well-being. As the company continues to make waves in the financial industry, its focus on ethical, client-centric practices positions it as a disruptor in the world of financial services.
