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!

Our Team

A team is only as strong as its individual parts. Fortunately, one of the strengths of being small is that we have the ability to recruit, train, and monitor all of our team members on an individual basis. We are proud of the wonderful team we have to serve you.

  • W Phil Ratcliff

    President and Senior Financial Advisor. Read more.

  • Jonathan Bailey

    Office manager and director of employer sponsored plans (i.e. 401k). Read more.

  • Tony Jones

    Senior Financial Advisor & 401k Specialist. Read more.

  • William Martinez

    Paraplanner. Read More.