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 rebel Financial, we believe capitalism can have a conscience.

At rebel 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 Wall Street profits or private equity multiples. We’re building something different — a firm that balances purpose and profit, technology and humanity, innovation and ethics.

If that excites you, you might just belong here.

What We’re Building
A Culture Built for Growth
What We’re Building

We want builders, not bystanders. The people who thrive at rebel Financial are:

Who We’re Looking For

Self-starters

Who take initiative and ownership

Adaptable innovators

Who embrace change and think from first principles

Tech-forward thinkers

Comfortable using AI, automation, and modern tools

Mission-driven collaborators

Who believe diversity, equity, and inclusion make us stronger

Long-term visionaries

Who want to grow into leadership and ownership

The principles that define who we are and how we make an impact.

What We Stand For

Purpose

We’re a B Corp using business as a force for good.

Innovation

We experiment, adopt early, and build our own tech.

Inclusion

We serve diverse clients — including Halal, ESG, and pro bono programs

Integrity

Who take initiative and ownership

Equity

We’re creating broad-based employee equity and a path to partnership

Guiding you with expertise, integrity, and purpose

Your Opportunity

Your Opportunity

Whether you’re starting your career, bringing over a book of business, or seeking a legacy-minded succession, there’s a place for you here.
We’re currently hiring across multiple divisions:

You’ll find structure, mentorship, and the freedom to innovate — with real performance compensation, growth opportunities, and a clear equity track.

We’re not looking for everyone — we’re looking for the right people.

Join the Rebellion

You’ll find structure, mentorship, and the freedom to innovate —
with real performance compensation, growth opportunities, and a clear equity track.

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