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CMP Financial Planning Joins rebel Financial

We’re excited to welcome CMP Financial Planning to the rebel Financial team and to expand the rF Family. 

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MISSION-DRIVEN

We're Committed to Providing You the Same great service You're used to, now with even more benefits.

As we welcome Christina Povenmire and Barry Jamieson to the our team, we also welcome CMP clients to the rebel Financial Family. We understand that this is a big transition, however, not much is going to change. Your pricing will remain the same for the services in which you are currently enrolled, and you will now have the option to take advantage of the additional benefits that we offer, listed below. We look forward to getting to know and serve you!

How will this change impact CMP Clients?

1

Expanded financial planning capabilities

Our planning specialties are expansive, and we strive for continuous improvement. rebel Financial serves client needs from tax prep to estate planning. Learn more about our planning specialties.

2

More investment choices and custodians

We offer a wide variety of investment solutions and our services are constantly evolving. We work with a number of custodians to manage your investments.

3

access to values-based portfolios

We specialize in ESG, Christian Values, and Shariah/Halal investing. We're here to help clients align their portfolios with their beliefs.

4

more team members, more specialties

With a bigger team comes a bigger variety of perspectives and experience. You can trust that our team is prepared to provide you the superior service that you deserve.

5

Addition of Net-Worth Ancillary Services

Starting in mid 2022, we will be transitioning to net worth pricing which will allow for expanded services and more benefits for clients. Many of the services that will be supported, our clients have already begun to enjoy. These updates will officially roll out in 2023.

Net Worth Billing Graphs

SUCCESS, TOGETHER

Your new team of experts

With decades of proven experience, our team is prepared to help you achieve your goals, and beyond.

Want to know more? Let's talk!

We understand that you may still have questions, and we’re here to help. If you’d like to learn more about rebel Financial or the CMP transition, please check out the rest of our website, reach out to your advisor, or schedule a meeting to chat with one of our team members.