rebel Financial

rebel Financial is a financial planner in Columbus, OH, offering expert financial planning, investment advice, retirement solutions, tax planning, and business financial guidance. The firm serves individuals, families, retirees, and business owners throughout Central Ohio, delivering personalized, fee-only fiduciary advice focused on long-term goals. With a commitment to transparency and client-centered strategies, rebel Financial helps clients manage wealth, optimize taxes, and navigate major life transitions. The firm holds a 5.00 rating based on client reviews, reflecting strong satisfaction with service quality and financial outcomes.

rebel Financial operates as a fee-only, fiduciary firm founded in 2013 by Phil Ratcliff, CFP®, who leads the firm with a mission to prioritize people over profits. The team includes Certified Financial Planners such as Anthony (Tony) Jones, a CFP® and Enrolled Agent with over a decade of experience, and Barry Jamieson, a CFP® specializing in retirement and special needs family planning. Services span comprehensive financial planning, investment management, estate strategy, and business financial operations. The firm emphasizes education, objective guidance, and holistic planning, helping clients make informed decisions across all financial dimensions.

Located at 5940 Clyde Moore Dr in Groveport, OH, rebel Financial sits just a short distance from Groveport Road and Main Street, both major thoroughfares. The office is about a quarter mile from Orchard Park, within a five-minute walk of the United States Post Office and Glendening Elementary School, and approximately 0.2 miles from the Groveport Police Department.

rebel Financial demonstrates strong digital presence and credibility, with thorough, well-documented business information available online and a website optimized for search engines. This ensures consistent visibility and trustworthiness across digital platforms, making it easy for clients to find and verify the firm’s services.

As a trusted financial partner in the Columbus region, rebel Financial combines deep expertise with a people-first philosophy, helping clients secure their financial future through clarity, consistency, and long-term planning.

Services:

• Estate Planning
• Financial Planning
• Investment Management
• Retirement Planning
• Tax Planning/Preparation