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CALL US:
(614) 441-9605 -
EMAIL US:
career@rebelfinancial.com -
5940 Clyde Moore Dr. Suite
C Groveport, OH 43125
At rebel Financial, we believe finance can be a force for good.
Who We Are
We’re a Certified B Corporation®, a fee-only fiduciary, and a growing team of advisors, planners, technologists, and problem-solvers who think differently.
Our mission is simple: to make financial planning more human, more ethical, and more accessible.
We’re building a company that values people, purpose, and performance — in equal measure
The values, systems, and culture that set us apart.
What Makes Us Different
We started rebel Financial because we saw how the traditional financial industry left too many people behind.
We wanted to build something better — a firm where innovation meets integrity.
We believe that by combining capitalism and conscience, we can help clients achieve true financial independence while doing right by our employees, community, and planet.
That’s why we:
- Serve clients of all backgrounds, not just the ultra-wealthy
- Offer free planning tools through our Simple rebel platform
- Provide values-based investing options like ESG, Halal, and impact portfolios
- Integrate AI and fintech to make planning smarter and more inclusive
- Are pioneering a shared ownership model to give everyone a stake in our success
We work hard — and we make it fun
Our Culture
At rebel Financial, collaboration and creativity thrive side by side. We take our mission seriously, but we never take ourselves too seriously.
You’ll often find us:
Hosting weekly “rebel Rousing” events — game nights, escape rooms, bowling, or catching a Clippers game
Celebrating milestones with team lunches, happy hours, and friendly competitions
Brainstorming in the office over coffee one day and laughing together over pool the next
We’re a close-knit team that believes success is best shared. We reward initiative, celebrate achievements, and help each other grow.
If you bring energy, curiosity, and a sense of purpose — you’ll fit right in
We believe in accountability, excellence, and ownership
Our Work Ethic
If you’re looking for a slow, easy job, this isn’t the place for you.
But if you want to be part of a team that’s building something new, challenging conventions, and actually changing lives — this is where you’ll thrive.
Guiding you with expertise, integrity, and purpose
Our Team
We’re a diverse mix of advisors, analysts, planners, and creatives — united by a shared goal: to make finance better for everyone.
You’ll work alongside professionals who are passionate about innovation, lifelong learning, and serving clients with integrity.
We respect each other, challenge each other, and support each other.
We’re not just coworkers — we’re collaborators, and in many cases, friends.
Guiding you with expertise, integrity, and purpose
The Future We’re Building
Our vision is ambitious:
A firm that’s one-third partner-owned, one-third employee-owned, and one-third cooperative in spirit — where every person who contributes has the chance to become an owner.
We’re growing fast, experimenting constantly, and striving to be one of the most innovative, purpose-driven financial firms in the country.
From AI development and fintech integration to equity sharing and social impact, we’re creating something worth being part of.
Join us. Grow with us. Let’s build something extraordinary together.
Be Part of the rebellion
We’re building a company that rewards drive, celebrates creativity, and makes a difference.
If that resonates with you — if you want to work with people who care deeply about what they do and why they do it — you’ll love it here.
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
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