rebel Financial Sustainability Profile

rebel Financial is a Registered Investment Advisor (RIA) renowned for operating as a fee-only fiduciary firm, offering services across the nation. Established in 2013 by Phil Ratcliff, the company prioritizes its clients’ interests over large corporate entities, providing personalized financial planning, financial advice, and asset management. rebel Financial is unique in its progressive stance, offering tiers of service and values-based portfolios including Christian, Shariah/Halal, and ESG Investing. Committed to community and ethical business practices, the firm donates 15% of its profits to the rebel Financial Foundation and 4Advisors, supporting various initiatives from scientific research to independent financial advisors.