Putting people before profit means that we focus our actions as a firm around ways that we can add more value for our clients. rebel Financial aims to challenge the stereotypes about the financial industry to prove that not all financial advisors are out there to make a profit. By working with rebel Financial, you'll receive honest and genuine service to help you and your employees reach your financial goals. 

Our investment and planning philosophies are build around our beliefs as a progressive and values-driven financial firm.

We are Fee-Only

We maintain cutting edge technology

We provide exceptional service

We are a Fiduciary 

We offer multiple custodians

We offer simple and transparent pricing


W Phil Ratcliff

President and Senior Advisor

Tony Jones

Lead Financial Advisor

Richard Fleeman

Customer Service Specialist

Dylan Elmore

Marketing Assistant

Dylan Elmore Headshot

Hailey Rountree

Administrative Specialist

Jonathan Bailey

Financial Coach

Acie Middleton

Financial Coach

Alex Laurenzi

Lead Marketing Associate

John Civardi

Lead Marketing Associate

John Civardi

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