THE BALANCED FORMULA
Growing & Preserving Your Investments
Whether planning and managing investments for the future, or already retired and preserving retirement investments, your portfolio should grow. Your investment banking philosophy should be in line with your financial situation and life circumstances.
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About us
Welcome to the Royal Oak Financial Group!
Royal Oak Financial Group was formed in 2002 by Matt Jehn, a Certified Financial Planner®. It is a full-service financial firm in Columbus, Ohio offering investment, retirement planning, business accountant services and individual financial and tax planning services.
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Your needs are unique, and with your future at the forefront of our plans, our Worthington, OH advisors are here to help guide you to a solution that fits just right.