Proudly rebelling against the ordinary and glad to have you on the team!
We are proud of the fact that we are fee-only, a fiduciary, and hold our advisors to the highest professional standards. As a rebel Financial advisor we expect the best out of you and in return you will earn a great and fulfilling career.
Please use this site to understand and utilize the resources and benefits that we have provided for you.
Building a better financial future for our clients, one advisor at a time:
Professional excellence
Financial plans are always completed by Certified Financial Planners (CFP) who all have at least a BA/BS and we require at least 60 hours of continuing education per year.
Cutting edge technology
As a smaller company, freed from the bureaucratic gridlock of most large institutions, we implement the newest technology years before most of our competitors to build your plan with the best available tools.
Fee-only & a Fiduciary
Fee-only means that we only accept compensation from our clients and do not accept compensation from 3rd parties and, as a fiduciary, we always represent our clients’ best interests 1st.
Freedom: Hire us on your own terms
Whether you want a one-time fee for advice/plan or want to hire us for the long-term, you are free to choose from multiple plans under either arrangement that fits your particular need.
As always, let us know how we can improve to serve you and our clients better!
A more detailed description of the company, its management and practices are contained in its Firm Brochure (Form ADV, Part 2A).
540 Officenter Place, Suite 286, Gahanna, OH 43230 • Call 614-441-9605
