About Us

rebel Financial is a Registered Investment Advisor (RIA) in Columbus, OH that was founded in 2013. rebel Financial was created to serve our clients and employees before profit margins. We’ve worked to reduce bureaucracy, increase efficiency, limit conflicts of interest, and find ways to add more value to our clients and, in these ways, we do rebel against the ordinary.

We started designing and managing retirement plans because we realized that this area was one in which we could help the most people reach their financial goals most effectively. Since then we have been on a mission to reach out to employers to help them understand that we shouldn't be building "cheap" or "cookie cutter" retirement plans, but quality plans that are customized, cost efficient, optimized to help participant's grow their money, and designed to make quality advice freely available. In short, we want everyone that's a part of your plan to succeed and we're going to do everything in our power to try and do that!

Financial Team

Phil Ratcliff

President and Senior Financial Advisor.

Christina Povenmire

Senior Financial Advisor

Tony Jones

Senior Financial Advisor & 401k Specialist

Barry Jamieson

Associate Advisor

Jonathan Bailey

Financial Coach

Acie Middleton

Financial Coach

Jonathan Civardi

Associate Paraplanner

Marketing & Administrative Team

Alex Laurenzi

Marketing Associate

Dylan Elmore

Marketing Assistant

Richard Fleeman

Client Service Specialist

Hailey Rountree

Administrative Specialist

Nicholas Shepard

Tech Associate

rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
Fiduciary & Fee-Only Financial Advisors and Planners

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