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
About Us
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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.
The rebel Difference
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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.
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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.
Investment Management
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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.
Retirement Planning
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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.
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