In 2013, rebel Financial was created to challenge the “Wall Street” status-quo of corporate greed through profit maximization. We believe that all companies should be good community actors, running social enterprises, that try to better all stakeholders, not just shareholders. Our team of fiduciary financial advisors are dedicated to helping our clients reach their financial goals, solving complex financial challenges, helping our employees reach their full potential, being a proactive member of our community, all while striving to make the society we live in more inclusive, more socially mobile, and a more economically equal.
Fee-Only
Fee-Only planners are compensated directly by their clients for advice, plan implementation and for the ongoing management of assets. We are a member of National Association of Personal Financial Advisors (NAPFA), which is the leading professional association of fee-only financial advisors. All NAPFA members are required to work only within the Fee-Only structure, accepting no commissions for their work.
Fiduciary
Fiduciary financial advisors are legally obligated to put their clients’ financial interests above their own, and they have to disclose how they’re compensated and avoid potential conflicts of interest that could affect the recommendations they make. Their duty of loyalty is to their clients. On the other hand, non-fiduciary advisors only have to make suitable recommendations. Their loyalty is to their firm.
Professional Excellence
We believe that our Fiduciary Financial Advisors should be their clients’ most trusted professionals whose profession is giving you high-quality investment and planning advice. As such, we require that all of our advisors be credentialed Certified Financial Planner (CFP®) Professionals and satisfy at least 60 hours of continuing education every year.
VALUES BASED INVESTING
Discover Your Investment Personality
You deserve a plan that aligns with your finances and values.
Discover your financial purpose, security, touch, and viewpoints.
Take our 3-minute quiz to determine your unique financial personality and discover how your money decisions are motivated.
Investment
Management
We’ll craft you a customized investment strategy to reach your goals and objectives.
Retirement
Planning
Our most requested and needed service will help you build a plan to retire successfully with confidence.
College
Planning
Whether you’re planning for your high schooler’s college selection and submission, navigating your finances while in college, or figuring out how to repay student loans, we can help.
Tax
Preparation
We offer in-house tax services for our clients to create more benefits from tax preparation and planning to payroll/benefits consulting.
Estate
Planning
We help connect our clients with an attorney to guide them through this important process.
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IT’S TIME THAT YOUR FINANCIAL ADVISOR PUT YOU BEFORE THEIR PROFITS
In 2013, rebel Financial was created to challenge the “Wall Street” status-quo of corporate greed through profit maximization. We believe that all companies should be good community actors, running social enterprises, that try to better all stakeholders, not just shareholders. Our team of fiduciary financial advisors are dedicated to helping our clients reach their financial goals, solving complex financial challenges, helping our employees reach their full potential, being a proactive member of our community, all while striving to make the society we live in more inclusive, more socially mobile, and a more economically equal.
Fee-Only
Fee-Only planners are compensated directly by their clients for advice, plan implementation and for the ongoing management of assets. We are a member of National Association of Personal Financial Advisors (NAPFA), which is the leading professional association of fee-only financial advisors. All NAPFA members are required to work only within the Fee-Only structure, accepting no commissions for their work.
Fiduciary
Fiduciary financial advisors are legally obligated to put their clients’ financial interests above their own, and they have to disclose how they’re compensated and avoid potential conflicts of interest that could affect the recommendations they make. Their duty of loyalty is to their clients. On the other hand, non-fiduciary advisors only have to make suitable recommendations. Their loyalty is to their firm.
Professional Excellence
We believe that our Fiduciary Financial Advisors should be their clients’ most trusted professionals whose profession is giving you high-quality investment and planning advice. As such, we require that all of our advisors be credentialed Certified Financial Planner (CFP®) Professionals and satisfy at least 60 hours of continuing education every year.
Discover Your Investment Personality
You deserve a plan that aligns with your finances and values.
Discover your financial purpose, security, touch, and viewpoints.
Take our 3-minute quiz to determine your unique financial personality and discover how your money decisions are motivated.
Investment Management
We’ll craft you a customized investment strategy to reach your goals and objectives.
Retirement Planning
Our most requested and needed service will help you build a plan to retire successfully with confidence.
College Planning
Whether you’re planning for your high schooler’s college selection and submission, navigating your finances while in college, or figuring out how to repay student loans, we can help.
Tax Preparation
We offer in-house tax services for our clients to create more benefits from tax preparation and planning to payroll/benefits consulting.
Estate Planning
We help connect our clients with an attorney to guide them through this important process.