Welcome to the team! This site serves as a reference tool for any employees with questions and how to utilize the resources and benefits that we have provided for you. 

Who Are We?

rebel Financial is a fee-only fiduciary company that works on people's financial planning as a whole. We work with our clients on a membership basis and provide to them accordingly.

Building a Better Financial Future


We are a value based company that puts clients and employees above all other stakeholders and we are so excited to have you. Beyond this we drive a more social aspect with building out financial plans and wealth management forward to help others. 

Bring down costs of Financial Services:

We at rebel Financial are doing everything we can in order to bring down the costs of financial services. We provide 4 paid and 1 free financial service where each one is considerably better than the other.

Build better Technology:

As a smaller company, freed form the bureaucratic gridlock of most large institutions, we implement the newest technology years before most of our competitors to give you the best available tools to serve our clients. Your adoption and feedback is critical to getting the most out of these investments and truly leveraging them for our clients.

Serve the Previously Excluded:

We at rebel Financial have made it a goal in setting the standards or service to anyone and everyone. When we say "People before Profit", we really mean in in every way. 

Supporting our Non-profits:

We tend to do events that are designed to help our non-profits. Some of these events include Golf and our Sporting Clays.

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rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
Fiduciary & Fee-Only Financial Advisors and Planners

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