The truth is that most Americans do not agree with the way that most publicly traded companies are not contributing to the communities in which they harvest huge profits, shirking their subsequent tax responsibilities, enriching themselves with lavish executive compensation schemes while not being good stewards to the majority of their employees, sacrificing our environment for short-term profits and generally barely doing what is legal much less what most of us would consider “right”. At rebel Financial, we are building great investment strategies that align our clients' values with great performance in which we try to hold these corporate leaders responsible for what our/your ethics and morals say is right. We own these companies and they should be accountable to us!
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- Investment Management
- Retirement Planning
- College Planning
- Tax Planning/Preparation
- Estate Planning
- Special Needs Planning
- Employer Plans
Sentiment Analysis
Although I had some concerns about the switch to Rebel, Barry has gone out of his way to walk me through the new website and new policies, explaining everything carefully and patiently.
Acie has been a joy to work with and has been incredibly helpful and thorough with financial advice and any support we’ve needed.
We feel like we are in a much better place since starting with Barry as our financial planner and with Rebel Financial.
I met Barry at Cincinnati Children's Hospital Medical Center when he was teaching a class for parents of special needs children, reviewing strategies to provide financial security for their children.
My retirement account has really increased since I have been with rebel Financial.
The team cares about their clients financial future and they’re there for questions and explanation of my retirement plan.
If you're a millennial working through the effects of cyclical financial crises, this is the place for you.
His staff is well trained in their fields and with this training
We had a wonderful conversation that ended with Tony telling us that we were not financially ready yet for a financial advisor.
If you've been working with any of the other big firms, you should try this small, knowledgeable fee-only fiduciary firm.
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