ABOUT US

rebel Financial is a Registered Investment Advisor (RIA) in Columbus, OH that was founded in 2013. rebel Financial was created to serve our clients and employees before profit margins. We’ve worked to reduce bureaucracy, increase efficiency, limit conflicts of interest, and find ways to add more value to our clients and, in these ways, we do rebel against the ordinary.

OUR TEAM

Our team is small and close-knit, affording us the opportunity to serve you on an individualized basis and provide you with the service you deserve.

Phil Ratcliff

President and Senior Advisor


Tony Jones

Lead Financial Advisor


Richard Fleeman

Administrative Specialist


Jonathan Bailey

Financial Coach


Acie Middleton

Financial Coach


Alex Laurenzi

Marketing Associate


We are Fee-Only

We are a Fiduciary

We provide exceptional service

We maintain cutting edge technology

We offer multiple custodians

We offer simple and transparent pricing

We are dedicated to providing superior value and unbiased advice. We are completely independent, meaning we do not work for any large financial, investment, or insurance companies that could act as conflicts of interest. As an employee of the state or local municipality, you would be hard-pressed to find another financial firm that can deliver the sophisticated, integrated investment advice and specialized planning that rebel Financial delivers. We do all of this with no strings attached — give us a try today and see for yourself.

rebel Financial Team

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