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.
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.
Who take initiative and ownership
Who embrace change and think from first principles
Comfortable using AI, automation, and modern tools
Who believe diversity, equity, and inclusion make us stronger
Who want to grow into leadership and ownership
We’re a B Corp using business as a force for good.
We experiment, adopt early, and build our own tech.
We serve diverse clients — including Halal, ESG, and pro bono programs
Who take initiative and ownership
We’re creating broad-based employee equity and a path to partnership
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.
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
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