Financial Advisors and Client Communications

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.

Fiduciary Financial Advisors

Fee-Only

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

Fiduciary Financial Advisors

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 experience

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

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!

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.

Investment Management

We’ll craft you a customized investment strategy to reach your goals and objectives.

Retirement Planning

Our most requested and needed service will help you build a plan to retire successfully with confidence.

College Planning

Whether you’re planning for your high schooler’s college selection and submission, navigating your finances while in college, or figuring out how to repay student loans, we can help.

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 help connect our clients with an attorney to guide them through this important process.

Stay updated with rebel Financial's newsletters!

Investment Management

We’ll craft you a customized investment strategy to reach your goals and objectives.

Retirement Planning

Our most requested and needed service will help you build a plan to retire successfully with confidence.

College
Planning

Whether you’re planning for your high schooler’s college selection and submission, navigating your finances while in college, or figuring out how to repay student loans, we can help.

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 help connect our clients with an attorney to guide them through this important process.

Stay updated with rebel Financial's newsletters!