Successfully planning for your future requires placing a high degree of trust with your advisor and other trusted professionals. You must share your inner aspirations and divulge information on your most valued possessions. We value this trust that is placed in us and hold sacred our responsibilities to you, our clients, in this relationship.

  • We are Fee-Only
  • We are a Fiduciary
  • We provide exceptional service

  • We maintain cutting edge technology
  • We offer multiple custodians
  • We offer simple & transparent pricing

Our Team


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  • 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

    Lead Financial Advisor. Read more.

  • William Martinez

    Paraplanner. Read More.

Our Investment Philosophy

[text_block style=”style_1.png” align=”left” font_size=”17″ bottom_padding=”30″ line_height=”27″]An advisor discussing to the coupleInvestment management is the most common service we perform for our clients. It is not the core of what we do, that is planning we mentioned above, but it is the main means by which we help our clients leverage their hard work and capital to accomplish their goals. Our general philosophy shines through into our investing because we manage our clients’ money very scientifically and systematically by helping them choose an investment strategy that will help them achieve their goals with the highest probability of success with the statistically least amount of risk for their specific goals and desires. Read more.[/text_block]

Our Planning Philosophy

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rebel Financial is a true financial planning company that specializes in retirement & estate planning and is dedicated to serving the best interests of our clients above all other considerations. We:

  • Specialize in actually building plans.A couple with their advisor
  • Only hire CFPs to build plans.
  • Are “Fee-Only.”
  • Always a Fiduciary to clients.


Planning is our business

We’d love to have the opportunity to see how we might be able to help you plan for brighter financial future!