rebel Financial

rebel Financial rebel Financial is a truly independent Registered Investment Advisor (RIA).

rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. We do not work for any large investment firm or insurance company and we represent the best interests of our clients first. rebel Financial stands for doing the right thing for people in an industry th

at has become almost entirely concerned with their own profit margins. This is our fundamental rebellion, that we care more about our clients well-being than our own profit margins, and hence why we are rebel Financial. Please read more about our company at: www.rebelfinancial.com

We specialize in Business, Retirement, and Estate Planning. We have the ability to manage our clients assets through multiple custodians and place insurance business with a wide variety of insurance carriers. We are fiduciaries in everything we do for our clients and are proud to hold ourselves to this high standard. Our founder, W Phil Ratcliff, has been a financial advisor for 17 years, starting his career with American Express Financial Advisors in 2003, then working through AXA Advisors, LLC from 2006 to 2013, before opening our own firm: rebel Financial LLC in August of 2013.

💤 Where is your money sleeping?Find out on July 22 at 1:00 PM during our High Yield Savings Webinar.Wake up your money a...
07/17/2026

💤 Where is your money sleeping?

Find out on July 22 at 1:00 PM during our High Yield Savings Webinar.

Wake up your money and join us! 💸

⛳ You're Invited to The Rebel Invitational!Join us for a morning on the course filled with great golf, great conversatio...
07/14/2026

⛳ You're Invited to The Rebel Invitational!

Join us for a morning on the course filled with great golf, great conversation, and even better company.

📅 Friday, July 24
🕙 10:00 AM – 12:00 PM
📍 The Links at Groveport | Groveport, OH

Whether you're reconnecting with familiar faces or meeting someone new, we'd love to see you there. Reserve your spot and enjoy a fun day with the rebel financial team.

📫 Pack Your Bags—We're Headed Somewhere Exciting ✈️Every great journey is easier with the right support.Join us July 15 ...
07/13/2026

📫 Pack Your Bags—We're Headed Somewhere Exciting ✈️

Every great journey is easier with the right support.

Join us July 15 for Webinar 201: Resources, Support & Mentorship for Independent Advisors and discover the tools, guidance, and community that can help you confidently navigate your path to independence.

Gameshow-down for rebel-Rousing today!
07/10/2026

Gameshow-down for rebel-Rousing today!

⛳ You're Invited to the rebel Invitational!Join us for a day of great golf, great conversations, and even better company...
07/07/2026

⛳ You're Invited to the rebel Invitational!

Join us for a day of great golf, great conversations, and even better company.

Whether you're reconnecting with familiar faces or meeting new ones, we'd love to see you on the course for a fun afternoon with the rebel financial community.

📅 Friday, July 24
🕙 10:00 AM – 12:00 PM
📍 The Links at Groveport

Spots are limited, so reserve yours today!

📅 SAVE THE DATECryptocurrency remains one of the most talked-about investment topics—but what should investors actually ...
07/06/2026

📅 SAVE THE DATE

Cryptocurrency remains one of the most talked-about investment topics—but what should investors actually know?
Join us for:
What Savvy Investors Should Know
A webinar focused on understanding crypto beyond the buzzwords, headlines, and fear.
🕐 July 8th @ 1:00 PM EST

At rebel Financial, our Estate Planning services are designed to help individuals and families protect their assets, pre...
07/01/2026

At rebel Financial, our Estate Planning services are designed to help individuals and families protect their assets, preserve their legacy, and plan confidently for the future.

From wills and trusts to wealth transfer and multi-generational planning, we provide personalized guidance tailored to your long-term goals.

Learn more at https://hubs.la/Q04hSXy40

06/30/2026

🤔 What's stopping you from learning about crypto?

Confusing?
Risky?
Overwhelming?
Not sure where to start?

You're not alone.

Join rebel Financial for What Savvy Investors Should Know: Exploring Beyond Buzzwords and Fear and get a practical, balanced look at cryptocurrency—without the hype.

Knowledge is one of the best investment tools you can have.

Ready for the first stop on our financial adventure?Join us on July 1st as we kick off our new webinar series with pract...
06/30/2026

Ready for the first stop on our financial adventure?

Join us on July 1st as we kick off our new webinar series with practical insights and strategies to help you feel more confident about your financial advisory future.

We hope you'll join us as we begin the journey together.
See you on board!

RESERVE YOUR SEAT ✈️

Address

5940 Clyde Moore Drive Suite C
Columbus, OH
43125

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

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