Business Details
13 Years
experience
Your Trusted Partner for Fee-Only Financial Advisers in Columbus
rebel Financial is a fiduciary financial advisory firm founded in 2013 to challenge traditional Wall Street practices by prioritizing client interests over corporate profits. We specialize in fee-only, comprehensive wealth management, offering investment management, financial planning, retirement strategies, tax optimization, and estate planning services. Our team of Certified Financial Planners adheres to strict fiduciary standards, requiring 60+ hours of annual continuing education to maintain expertise.We distinguish ourselves through values-based investing options including ESG, Christian, and Halal portfolios, while maintaining a commitment to social responsibility and financial accessibility for clients of all asset levels. Our proprietary technology integrations enable sophisticated portfolio management and tax-efficient strategies tailored to individual client needs.
Services
Investment Management
Financial Planning
Retirement Planning
Tax Preparation
Estate Planning
Special Needs Planning
Business Services
College Planning
Identity Protection
Cash Management
Details
- Year established: 2013
Highlights and features
- We operate as SEC-registered fiduciaries with legally binding client-first obligations
- Our advisors maintain Certified Financial Planner credentials with 60+ hours annual continuing education
- We offer values-based investing options including ESG, Christian, and Halal portfolios
- We utilize advanced portfolio management technology for tax-efficient investment strategies
- Our fee-only structure eliminates conflicts of interest from commission-based products
Associations and certifications
- SEC Registered Investment Advisor
- NAPFA
- CFP Board
Services
Investment Management
Our investment management service combines traditional strategies with innovative technology to create personalized portfolios aligned with your financial goals. We offer access to institutional-grade investment options including ESG, Christian, and Halal-compliant portfolios. Using advanced tools like Advyzon and iRebal, we maintain proper asset allocation, monitor performance, and execute tax-efficient rebalancing strategies to optimize returns while managing risk across market cycles.
Financial Planning
We provide comprehensive financial planning covering retirement, tax, estate, and education funding needs. Our CFP professionals use cutting-edge tools like Holistiplan and FP Alpha to model scenarios, optimize tax strategies, and create integrated plans. This service includes cash flow analysis, risk management, and customized implementation strategies to help clients achieve both short-term objectives and long-term financial security through evidence-based decision making.
Retirement Planning
Our retirement planning service focuses on creating sustainable income streams while minimizing tax liabilities. We analyze Social Security optimization using SS Analyzer, coordinate workplace benefits, and develop withdrawal strategies using DPL financial tools. The service includes Monte Carlo simulations to stress-test retirement scenarios and ensure clients maintain purchasing power throughout their retirement years while aligning distributions with their personal values and lifestyle goals.
Estate Planning
We offer personalized estate planning solutions in collaboration with legal partners to protect assets and facilitate smooth wealth transfer. Using Everplans digital vault and advanced modeling tools, we help clients create comprehensive plans that minimize probate, reduce estate taxes, and ensure their legacy aligns with personal wishes. The service includes document organization, beneficiary designation review, and coordination with existing legal counsel to implement effective estate strategies.
Tax Preparation
Our in-house tax preparation service combines technical expertise with strategic planning to minimize tax liabilities. We utilize Holistiplan and Tax Status software to analyze current tax situations, model future scenarios, and implement optimization strategies. This service includes preparation of individual and business tax returns, tax-efficient investment planning, and coordination with CPA partners to ensure compliance while maximizing deductions and credits across all federal and state jurisdictions.
Questions
What services does rebel Financial offer?
We provide comprehensive wealth management including investment management, financial planning, retirement planning, tax preparation, estate planning, special needs planning, and values-based investing options like ESG, Christian, and Halal portfolios.
Are you fiduciary financial advisors?
Yes, we are legally obligated fiduciaries who must always put client interests above our own, with full transparency about compensation and potential conflicts of interest.
How are your fees structured?
We operate on a transparent fee-only structure based on net worth rather than assets under management, eliminating conflicts of interest from commission-based products or AUM-driven models.
Do you work with clients outside Columbus?
While based in Columbus, Ohio, we serve clients nationwide through digital tools and technology-enabled services while maintaining personalized advisory relationships.
What investment options do you offer?
We provide access to traditional investments, ESG portfolios, faith-based options (Protestant, Catholic, Shariah/Halal), direct indexing, and digital asset strategies through our integrated technology platforms.
How do you handle tax planning?
We combine in-house tax preparation with advanced modeling tools to optimize tax strategies, including Roth conversions, income planning, and estate tax minimization while coordinating with CPA partners.
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Reviews (4)
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
Deeplt grateful
Pete Mather
Nov 25, 2020
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Working with Rebel Financial has transformed my retirement outlook. The business model (i.e., fiduciary) ensures that the employees are looking after the interest of the client. Phil and Company are much more knowledgeable than my previous agent. The team is super smart and service-oriented.
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
