Fiduciary-focused retirement planning with tax-savvy equity investing.
Royal Oak Financial Group in Worthington, Ohio provides fiduciary-based financial guidance with on-staff CPAs. The firm concentrates on retirement investing and equity-focused portfolios, avoiding mutual funds and annuities. Clients praise Brad, Matt, and the team for clear explanations, responsive service, and transparent, goal-driven portfolio management, with tax planning support. Offices in Worthington and Lancaster.
5858 N High St, Worthington, OH 43085, USA
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Personalized portfolio management focused on equities, avoiding mutual funds and annuities, to grow your retirement savings.
Comprehensive tax services including planning, preparation, and filing to optimize your financial strategy.
Ethical guidance from advisors legally obligated to work in your best interest, ensuring transparent and honest recommendations.
Strategies to manage and sustain income during retirement, helping your money last throughout your lifetime.
Informative sessions at local libraries to explain investment strategies and retirement planning options.
Overall rating
Suliman Abdullah
Royal Oak Financial Group in Worthington has been incredible to work with. Matt and his team are knowledgeable, responsive, and truly care about helping clients reach their retirement goals. They take the time to explain every step and build a plan that makes sense. Highly recommend them for anyone looking for honest, fiduciary-based financial advice.
Tom “TEFLON80” Farynowski
Royal Oak offers complete retirement investment along with CPAs on staff. Brad and Matt are fiduciaries who are legally bound to work in your best interest. Royal Oak only deals with equities - no mutual funds, no annuities. I have been very pleased with the firm for the past 2 years. Brad and Matt have over 25 years of experience in managing retiree portfolios. All the equities are companies you would recognize like Amazon, Coke, Nvidia, Google, AEP to name a few. The firm provided many seminars at local libraries if you want more information on their strategies.
Mike Post
We’ve enjoyed working with Matt, Brad and Jessica for the past 5 years. They are a personable fiduciary that only makes money when we do. We’ve made a substantial amount of money, which has enabled us to take trips and buy a car. At this stage of life, it is comforting to feel that our money will outlast us. We are grateful!
Sherman Jehn
Moved all of my investments over to Royal Oak Financial Group a few years ago. I have been extremely pleased with this decision. They manage my taxes and tax planning. The portfolio management has been excellent and transparent. I highly recommend Royal Oak Financial Group. They have an office in Worthington and Lancaster Ohio. They also adhere to the fiduciary duties rules which I think is important.
Bob Fagley
Excellent company. They are helping us with our tax planning and filing, that is very important to us. They also manage our investments and help with our income planning. If you're looking for a true fiduciary financial advisor. We highly recommend Royal Oak Financial Group. .
