Rebel Financial is an independent financial advisor firm based in Groveport, OH, serving the greater Columbus area. They specialize in providing fiduciary retirement advice and planning for the staff and faculty of The Ohio State University, offering transparent and fee-only services. With experienced advisors who are Certified Financial Planners, Rebel Financial is dedicated to representing their clients' best interests and helping them navigate their retirement journey.
As a fiduciary advisor, Rebel Financial works directly for their clients and leverages custodians such as TIAA CREF and Fidelity to hold their investment accounts. They offer a range of service models and flat-fee planning options, ensuring transparency in pricing and reducing costs by not accepting commissions or working for large financial firms. With their knowledge of retirement benefits and opportunities specific to OSU employees, Rebel Financial is committed to providing professional excellence and continuity in assisting clients at every stage of their retirement planning.
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