At rebel Financial, we are more than just an investment and financial planning firm, though we excel in both areas and are proud of the work we do. We are a comprehensive wealth management firm committed to helping our clients navigate all aspects of their financial lives. From tax preparation and planning to estate planning, savings solutions, insurance and annuities, real estate rentals, business planning, and beyond, we provide the expertise you need to secure your financial future.

As a fee-only, veteran-owned, and B Corp certified business, we are dedicated to serving our clients with transparency, integrity, and a deep commitment to the community. Whether you're looking to optimize your tax strategy, protect your assets, or grow your business, rebel Financial is here to guide you every step of the way.