CMP Financial Planning, based in Upper Arlington, OH, has recently merged with rebel Financial, a local firm that shares CMP's values, to ensure ongoing and extended financial services for their clients. With a focus on providing fiduciary fee-only financial planning and investment management, CMP and rebel Financial prioritize the best interests of their stakeholders and emphasize people before profit.
Founded by Christina Povenmire, CMP Financial Planning has experienced substantial growth over the past two decades but sought the merger with rebel Financial to ensure long-term sustainability and continued support for their clients. rebel Financial, established in 2013 by W. Phil Ratcliff, offers retirement planning, estate planning, financial planning, and investment management services to both individual and institutional clients, with a commitment to staying away from traditional Wall Street strategies that prioritize profit over people.
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