Fiduciary Retirement Advice at Ohio State University

Retirement can be complicated, and most Faculty and Staff don't want a Do-It-Yourself (DIY) plan, they want help and guidance.

Have a complimentary in person/online appointment with one of our experienced Financial Advisors to:

Review your current retirement plan
Compare your options
Learn more about University benefits
Learn more about our affordable and value-added services

*Even if you are not interested in becoming a client, this appointment is free and you can learn a lot from it.

A message from our President, Phil Ratcliff

Proudly Representing

Certified Financial Planner Logo
Fee Only
Financial Planning Association logo

Working with Ohio State University Staff & Faculty

Our firm is one of the only Fiduciary providers at Ohio State University and has been serving for over 15 years. Since a good portion of our clients are employees of Ohio University, we try to have a representative on campus once a month to meet with current clients as well as be available for networking opportunities.

We do not work for any large financial or investment company. Instead, we work directly for our clients and then leverage multiple larger custodians to hold their actual accounts. At Ohio State University, the most suitable custodian is TIAA CREF. We directly manage our clients' investment accounts through deep discount custodians and then build retirement plans that coordinate their OPERS, STRS, SS benefits, etc. when they're ready.

What rebel Financial can do for YOU

and how we're different from competitors

Fee-only & a Fiduciary

Fee-only means that we only accept compensation from our clients and do not accept compensation from third parties and, as a fiduciary, we always represent our clients’ best interests first.

Experience advisors that know your retirement

We specialize in working with public employees that have OPERS, STRS, or SERS. Furthermore, we have many clients at OU and know your particular benefits/opportunities as well.

Transparent Pricing

We are open and transparent in our pricing. We even produce a quarterly statement of all your fees so you know how much you pay and can quantify our value to you.

View our pricing models

Professional Excellence

Our financial advisors are all Certified Financial Planners (CFP), who have at least a BA/BS, and we require that they complete at least 60 hours of continuing education per year.

Reduced Cost & Commitment

Because we don’t take commissions or work for a large financial firm we can drive down costs and remove restrictive contract terms. We always work at your discretion, no strings attached.

Dedication & Continuity

Whether you’re just starting your career, contemplating retirement, or are already retired we we can help you with your retirement planning. Furthermore, we’ve been serving staff & faculty for over 12yrs and plan to continue for decades to come.

Fiduciary Advisors that work for YOU

Not for investment or insurance companies

*rebel Financial is an independent investment advisor and not affiliated with any of the retirement plan providers.

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rebel Financial is a registered investment adviser in Columbus, OH, serving clients throughout the nation.
A more detailed description of the company, its management and practices are contained in its Firm Brochure (Form ADV, Part 2A).
5940 Clyde Moore Dr, Columbus, OH 43125 • Call 614-441-9605

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