SEC CRD #801-118009
Home Page - New - rebel Financial Careers Monday - Friday / 08:00 - 17:00 Facebook Twitter Youtube Instagram Linkedin Vimeo CALL US: (614) 441-9605 EMAIL US: [email protected] 5940 Clyde Moore Dr. Suite C Groveport, OH 43125 A Message from Our President “We’re redefining what a financial firm can be — not just for shareholders but for clients,the people who help us build it, and to make a better world in general.” — Phil Ratcliff, President Founder Guiding you with expertise, integrity, and purpose Who we are? At r ebel Financial, we believe capitalism can have a conscience. We’re a Certified B Corporation® — an independent, fiduciary wealth management firm on a mission to make finance more fair, inclusive, and innovative. We serve everyone from young professionals and small business owners to retirees and underserved communities — helping them plan, invest, and grow through modern technology and honest, personalized guidance. We’re building a company where doing the right thing is the business model — and where every team member has the opportunity to grow, lead, and eventually own a piece of what we’re building together. Creating a workplace where innovation and purpose thrive. What We’re Building We’re designing a firm for the future — one-third partner-owned, one-third employee-owned, and one-third cooperative in spirit. That means every contribution matters, every voice is heard, and every person who helps us grow has a chance to share in our success. We’re not chasing W
WILLIAM P. RATCLIFF
PRESIDENT/CCO
📞 (614) 441-9605
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AUM
$371M
Location
GROVEPORT, OH
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