In 2013, rebel Financial was created to challenge the "Wall Street" status-quo of corporate greed through profit maximization. We believe that all companies should be good community actors, running social enterprises, that try to better all stakeholders, not just shareholders.
Our team of fiduciary financial advisors are dedicated to helping our clients reach their financial goals, solving complex financial challenges, helping our employees reach their full potential, being a proactive member of our community, all while striving to make the society we live in more inclusive, more socially mobile, and a more economically equal.
Our team of fiduciary financial advisors are dedicated to helping our clients reach their financial goals, solving complex financial challenges, helping our employees reach their full potential, being a proactive member of our community, all while striving to make the society we live in more inclusive, more socially mobile, and a more economically equal.
Services
Our goal is to continue growing from the strength of our clients, not from outside compensations. We promise to give more value to financial planning by allowing our clients to pursue nontraditional investing strategies, unlike other firms that push cookie-cutter plans. We give you the freedom of choice in planning for a financially conscious and sustainable future.
As a fee-only fiduciary, we are committed to putting our clients' needs first, without hidden agendas. As a fee-only fiduciary, we have a legal responsibility to look out for our client's best interests before our own. We generally only take compensation from our clients, not the mutual fund, investment, or insurance companies.
We understand that this is a difficult and often avoided task in people's lives; however, it is one of the most important. We try to make this process as painless and rewarding as possible, by helping you to work towards a plan with a trusted partner so that you can start to feel more confident about your future.
Learn more about our investment philosophy and various on-going services below with our Investment Management tools. TradingFront is part of our new "Ultra-low Cost" investing model which is coming out of Alpha and into Beta soon. This new model is made up exclusively of very low-fee ETFs and will drive fund expenses below 0.1%/yr.
Financial planning is a process, and we're here to guide you through each step of the way to ensure that your plan remains dynamic across all stages of life. The steps that we'll guide you through in planning for your retirement include. There are so many "rules of thumb" and gurus that have simple solutions that seem ready-made for you.
Reviews (11)
Chad Carr
May 29, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Will work with these guys 'til the end. I've recommended them to friends and family. They are smart, reasonably priced, and well-connected. Their strategies and management of my assets have been exceptional. If you've been working with any of the other big firms, you should try this small, knowledgeable fee-only fiduciary firm.
Will work with these guys 'til the end. I've recommended them to friends and family. They are smart, reasonably priced, and well-connected. Their strategies and management of my assets have been exceptional. If you've been working with any of the other big firms, you should try this small, knowledgeable fee-only fiduciary firm.
Denise Dal Vera
Dec 20, 2020
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I have been with Rebel nearly 20 years.
They have proven to be extremely helpful and strategic with a professors income. I do not know where I'd be financially without their guidance and assurance in their process. It is fueled by a passion to excel and grow. I am in awe of their innovation and tech support.
During these crazy times especially.
I'm very pleased with the entire team.
Deeplt grateful 🙏
They have proven to be extremely helpful and strategic with a professors income. I do not know where I'd be financially without their guidance and assurance in their process. It is fueled by a passion to excel and grow. I am in awe of their innovation and tech support.
During these crazy times especially.
I'm very pleased with the entire team.
Deeplt grateful 🙏
Pete Mather
Nov 25, 2020
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Louise Griffiths
Sep 13, 2020
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I have been a client of Phil and his team's since the start of this company! I am very pleased with the service and consideration rebel provides. Every interaction is personable, polite and professional. We sit down together annually and review all investments, goals, strategies, and ideas. They provide personalized and individualized attention to our needs. The team members break down the information into terms that are easily understood. The office atmosphere is extremely comfortable, they even have accommodations for our kids if we need to bring them! All questions are answered and explained
Mary Chory
Aug 25, 2020
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2020
Phil and his team are very professional, and easy to work with. They offer many services to their clients and very focused in providing tools for the clients to follow the performance. We started this year with the team, and look forward to many years of successful outcomes and amazing support from them. I know we will evolve over time with their many service offerings that will meet our financial needs over time. We trust them with their advice and direction.
Phil and his team are very professional, and easy to work with. They offer many services to their clients and very focused in providing tools for the clients to follow the performance. We started this year with the team, and look forward to many years of successful outcomes and amazing support from them. I know we will evolve over time with their many service offerings that will meet our financial needs over time. We trust them with their advice and direction.
Mara Holt
Aug 03, 2020
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I had been looking for a fee-based financial advisor for years when I met Phil Ratcliffe. He had a track record working with Ohio University faculty, and when he started his own business he was the only advisor I spoke to who was interested in helping me with what I had then. With other advisors, I heard "Give me a call when you have X amount of money to invest."
Since then I have gained more wealth and have retired, and Phil and his staff have helped me every step of the way. I have gone from a person who was worried about retirement to a financially secure and happily retired person in a few
Since then I have gained more wealth and have retired, and Phil and his staff have helped me every step of the way. I have gone from a person who was worried about retirement to a financially secure and happily retired person in a few
Lyn Ostoich
Jul 02, 2018
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We have been working with Phil since his days coming to UC; we transitioned to rebel Financial when Phil started the company and have been positively impacted in all ways, both personally and financially through the company's determined approach to doing the very best for their clients. It has been wonderful to watch the company grow and expand while continuing to support clients and help us grow as well as offering convenient and helpful services through every step.
Gregg Dillhoff
Nov 29, 2017
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I can't say enough about the staff at Rebel Financial. Turning my financial future over to Phil and his staff turned out to be the most comfortable experience and I wasn't expecting that. They definitely work harder at increasing my wealth than I ever did. I feel I have entrusted the best in the business to help me succeed in the financial track of my life. I highly recommend Rebel Financial. They are professional and fun, passionate about what they do and when you leave the energy of their office you feel like you just got a shot of adrenaline realizing that energy is working for you.
Linda S.
Mar 15, 2017
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I've been using Rebel Financial for over a year to manage retirement accounts. I love their philosophy of investing - lowest cost index funds and well rounded portfolio. I am blown away by their personal service and use of super efficient technology both to manage the portfolio and to communicate clearly to me what is happening and the future impact of changes. They are dedicated to the best service they can provide to all their clients. They also work in the Cincinnati area, though they do not have an office there. This company has high ethical values and really lives it. L. Sears
Meghan Volk
Dec 24, 2016
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I'm so happy to be a rebel Financial customer. They are exceptionally knowledgeable, professional, thorough and trustworthy. Phil was my financial adviser prior to starting rebel Financial, and my husband and I didn't hesitate to move over to rebel Financial. Phil is always courteous (as is the rest of the staff I've come in contact with) and although he understands finances WAY more than we do, he always talks us through it and makes sure we feel comfortable with the information he's providing. He's our trusted source for all of our financial questions and we feel very fortunate he's on our side
Jim Kenny
Dec 17, 2016
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Phil and his staff at Rebel are fantastic! They work off of a percentage of your investments that can't be beat, and no hidden fees or commissions. Phil is a fiduciary, so he is committed to represent you with the utmost integrity and really gets to know you so he is clear on your investment needs and goals. The firm is at the cutting edge of technology. Their software allows you to safely and easily combine all your accounts into one site that helps you manage all your assets and liabilities in a common location. I trust Rebel with my future, I think that says it all!
