People before Profit
rebel Financial is a leading financial services firm dedicated to putting people before profits and innovation before tradition. Redefining the Registered Investment Advisor (RIA) experience, rebel Financial operates as a fee-only, fiduciary, and proudly holds a Certified B Corporation status, ensuring that clients' interests are always the top priority. rebel Financial is located at 5940 Clyde Moore Dr Suite C, Groveport, OH 43125, US.
Unlike traditional firms, rebel Financial offers a multi-custodian advantage, working with ten custodians, including Altruist, AXOS, Vanguard, Schwab, Fidelity, Gemini, Pontera, Interactive Brokers, and TIAA. This approach provides clients with greater flexibility, better pricing, and more investment opportunities. Furthermore, rebel Financial remains at the forefront of technology-driven innovation, integrating AI, digital assets, and advanced financial planning tools to drive smarter investing, reduce costs, and increase efficiency.
rebel Financial is committed to true accessibility and transparency, eliminating account minimums and offering transparent, net-worth-based pricing that removes conflicts of interest often found in traditional AUM models. With a commitment to impact-driven investing and business, rebel Financial empowers clients with values-based investing strategies, such as ESG and faith-based options. rebel Financial reinvests in clients, employees, and the community, offering services like investment management (traditional & digital assets), comprehensive financial planning (retirement, tax, estate), business services (401(k), bookkeeping, payroll, consulting), tax planning & preparation, and ESG & impact investing.
To the manager of rebel Financial, we invite you to create a customized and exclusive company showcase and product listing on our platform. This will enable you to further highlight the unique strengths and services of rebel Financial to a broader audience.
Compare rebel Financial with 3 companies in Financial-Services
| Comparison Field |
rebel FinancialMain Company |
Mattern Capital Mana...View Profile |
Hicks Capital Manage...View Profile |
Godsey & Gibb Wealth...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2018 | 2011 | 1985 |
|
Company Size
|
— | 2-10 | 2-10 | 11-50 |
|
City
|
Groveport, OH | Lakewood, Colorado | Columbus, Ohio | Richmond, Virginia |
|
Country
|
United States | United States | United States | |
|
Skills & Keywords
Comparing with main company
|
18 Total Skills
Financial Services
Investment Management
Financial Planning
Tax Planning
ESG Investing
Wealth Management
Digital Assets
Budgeting
Strategic Planning
College Planning
Financial Analysis
Retirement Planning
Estate Planning
Personal Tax Planning
Tax Preparation
Asset Management
Financial Advisory
Finance Consulting
|
5 Total
1 Common
4 Unique
Match
6%
Common Skills:
Financial Services
Unique Skills:
Asset Allocation
Investment Advisory
Wealth Advisory
Wealth Planning
|
15 Total
2 Common
13 Unique
Match
11%
Common Skills:
Financial Services
Tax Planning
Unique Skills:
Asset Allocation
Business Succession Planning
Business Tax Strategies
Capital Management
Charitable Planning
Fiduciary Planning
+7
|
10 Total
1 Common
9 Unique
Match
6%
Common Skills:
Tax Planning
Unique Skills:
Charitable Giving Strategy
Family Wealth Advising
Financial Advisors
Financial Plans
Insurance Consulting
Investment Advisors
+3
|
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