Rebel Financial
It's time that your financial advisors put you before their profits.
So, who are we?
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.
Why Us?
Professional Excellence
Financial plans are always completed by Certified Financial Planners (CFP) who all have at least a BA/BS and we require at least 60 hours of continuing education per year.
Cutting Edge Technology
As a smaller company, freed from the bureaucratic gridlock of most large institutions, we implement the newest technology years before most of our competitors to build your plan with the best available tools.
Fee-Only & A Fiduciary
Fee-only means that we only accept compensation from our clients and do not accept compensation from 3rd parties and, as a fiduciary, we always represent our client’s best interests 1st.
Freedom: Hire Us On Your Own Terms
Whether you want a one-time fee for advice/plan or want to hire us for the long-term, you are free to choose from multiple plans under either arrangement that fits your particular need.
Transparent Pricing
We are open and transparent in our pricing. We disclose our fees and help our clients to understand their total costs so they can accurately judge the value of our services.
Discretionary Management
We take the additional care and liability to manage your investments with discretion, which means that we make changes to your accounts when they need to be rebalanced, without bothering you, and we take personal responsibility rather than asking our clients to rubber stamp every decision to avoid responsibility.
Some of our services
While we may not be the perfect “fit” for everyone’s needs, we have a huge disdain for the common industry practice of turning people away because they don’t have “enough money” to meet most firms’ minimums.
We believe every person deserves quality investment advice, financial planning guidance, and we are working every day to make it more accessible and affordable to our fellow citizens.
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