rebel Financial

rebel Financial

Financial-Services

Groveport, OH
Company Tagline

People before Profit

Industry Category
Financial-Services
Company Description

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.

Key Personnel / Employees
Christina Povenmire MBA Abbas Mohmmad Hailey H. W Phil Ratcliff AIF® CFP® ChFC® CLU® CBDA

Compare Companies Side by Side

Compare rebel Financial with 3 companies in Financial-Services

4 Companies
Comparison Field
rebel Financial
rebel Financial
Main Company
Mattern Capital Management
Mattern Capital Mana...
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Hicks Capital Management
Hicks Capital Manage...
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Godsey & Gibb Wealth Management
Godsey & Gibb Wealth...
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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
4
Total Companies
1985
Oldest Founded
1
Countries
40
Unique Skills

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Alternative Company Names

This company is also known as

rebel Financial 叛逆金融 विद्रोही वित्तीय المتمرد المالي мятежный Финансовый