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It's time that your financial advisors put you before their profits.

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 Commitment to Excellence

Fee-Only

Fee-Only planners are compensated directly by their clients for advice, plan implementation and for the ongoing management of assets. We’re a member of the National Association of Personal Financial Advisors (NAPFA), which is the leading professional association of fee-only financial advisors. All members are required to work only within the fee-only structure, accepting no commission for their work

Fiduciary

Fiduciary financial advisors are legally obligated to put their clients’ financial interests above their own, and they have to disclose how they’re compensated and avoid potential conflicts of interest that could affect the recommendations they make. Their duty of loyalty is to their clients. On the other hand, non-fiduciary advisors only have to make suitable recommendations. Their loyalty is to their firm.

Professional Excellence

We believe that our fiduciary financial advisors should be their clients’ most trusted professionals whose profession is giving you high-quality investment and planning advice. As such, we require that all of our advisors be credentialed Certified Financial Planner (CFP®) Professionals and satisfy at least 60 hours of continuing education every year.

Total Wealth Management

Most firms will do investment planning. Some firms will do good comprehensive financial planning. We believe in doing both of these things great but we also believe in adding the other aspects of your wealth.

Values Based
Investing

The truth is that most Americans do not agree with the way that most publicly traded companies are not contributing to the communities in which they harvest huge profits, shirking their subsequent tax responsibilities, enriching themselves with lavish executive compensation schemes while not being good stewards to the majority of their employees, sacrificing our environment for short-term profits and generally barely doing what is legal much less what most of us would consider “right”. At rebel Financial, we are building great investment strategies that align our clients’ values with great performance in which we try to hold these corporate leaders responsible for what our/your ethics and morals say is right. We own these companies and they should be accountable to us!

ESG Investing

ESG investing focuses on selecting investments based on a environmental, social, and governance practices, aiming to align financial goals with sustainability and ethical considerations. Learn More

Christian Investing

Christian investing focuses on selecting investments that align with biblical values, supporting companies that emphasize life, purity, family, marriage, sobriety, health, and stewardship, while avoiding those that conflict with these principles. Learn More

Halal Investing

Halal investing involves selecting investments that comply with Shariah law, avoiding industries like alcohol, gambling, and interest-based financial services, while focusing on ethical and permissible (Halal) ventures. Learn More

Discover Your Investment Personality

You deserve a plan that aligns with your finances and values. Discover your financial purpose, security, touch, and viewpoints. Take our 3-minute quiz to determine your unique financial personality and discover how your money decisions are motivated.

We Don’t Turn People Away

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.

Explore Our Services

Wealth management goes beyond just investment management and financial planning. We partner with our clients to build comprehensive financial plans, manage their investments, coordinate workplace benefits, ensure they’re protected with tailored insurance strategies, handle tax planning and preparation, and keep their estate plans current. If you’re looking to work with a firm that can assist you with any or all of these areas, read on to explore our wide range of services.

Investment Management

Our team will work with you to create a personalized investment strategy that meets your unique goals and objectives for your financial future.

Retirement Planning

Our most requested service helps you build a comprehensive retirement plan with confidence and peace of mind for the future.

Special Needs Planning

We provide specialized planning to ensure your loved one with special needs is taken care of financially, now and in the future.

Tax Preparation

We offer in-house tax services for our clients to create more benefits from tax preparation and planning to payroll/benefits consulting.

Estate Planning

We offer personalized estate planning and legal guidance to protect your assets and secure your loved ones’ future.

Financial Planning

With a plethora of cutting-edge financial tools at our disposal, we are poised to provide advice that transcends the ordinary.

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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

Financial Freedom
Could Be One
Click Away