Putting our clients before our profits, one investment at a time.
Who We Are
rebel Financial stands against the traditional financial model where profits often overshadow client needs. Founded in 2013, we're driven by a mission to empower individuals and communities through personalized financial guidance rooted in values, not just numbers. We believe in building relationships built on trust, transparency, and a genuine desire to see our clients succeed.
Our Guiding Principles
Transparency, integrity, and a commitment to social responsibility lie at the core of our values. We adhere to the fiduciary standard, which compels us to prioritize your financial interests above all else. Our advisors are certified financial planners (CFP) and are required to satisfy rigorous ethical and educational requirements.
What We Do
We offer a comprehensive suite of financial services designed to address your individual needs and goals.
Our Services
- Investment Management: Build and manage a portfolio aligned with your values and financial goals.
- Financial Planning: Create a personalized roadmap to achieve your financial dreams, covering investments, retirement planning, estate planning, and more.
- Retirement Planning: Maximize your retirement accounts and plans, including 401(k)s and IRAs.
- College Planning: Develop a strategy to fund your children's education without jeopardizing your financial security.
- Tax Planning & Preparation: Optimize your taxes through strategic planning and compliant filing.
- Estate Planning: Ensure your assets are protected and distributed according to your wishes.
- Special Needs Planning: Tailor your financial plan to meet the unique needs of individuals with special needs.
- Employer Plans: Design and manage retirement and other employee benefit plans for your business.
Our Values-Based Investing
We believe in investing responsibly, holding corporations accountable for their social and environmental impact. We prioritize sustainability and ethical practices, aligning your investments with your values.
Our Commitment
We strive to make high-quality financial advice accessible and affordable for everyone. We offer flexible service models and transparent fee structures to cater to diverse needs.
Join us on the journey to financial wellbeing, built on values, not just numbers.Exceptional Experiences with Rebel Financial
Expert Guidance and Support
Rebel Financial has received glowing reviews for their exceptional service, expertise, and personalized guidance. Clients have praised the team, particularly Barry Jamieson, Tony Jones, and Jonathan, for their invaluable support and advice in navigating challenging financial times.
Timely and Efficient Service
Reviewers have commended the staff for their professionalism, attention to detail, and efficiency in preparing taxes, ensuring timely filing, and providing ongoing education and involvement in financial planning.
Trusted Partners
Clients have developed lasting relationships with the Rebel Financial team, feeling like "family" and appreciating the comprehensive advice and expertise that comes with their membership.
Highly Recommended
Without exception, reviewers have highly recommended Rebel Financial and its team members for their exceptional service, expertise, and trustworthiness.
