Royal Oak Financial Group | Top Financial Advisors in Columbus, OH

FINANCIAL PLANNING MADE EASY WITH Fiduciary Financial Advisors You Can Count On

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WE HAVE YOUR RETIREMENT COVERED WITH The Balanced Formula

Our Process

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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Take control over your financial future!

What can we help you with?

Estate Planning

Protect your wealth proactively and establish a plan for your assets.

Individual Tax Planning

Minimize your tax liability with professional account specialists.

Income and Social Security Planning

Oversee your current and future cash flow to fit your needs.

Investment Management

Manage, grow, and protect your assets for your future.

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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Need financial planning advice?
We’ve got you covered.

Your needs are unique, and with your future at the forefront of our plans, our advisors are here
to help guide you to a solution that fits just right.

Lancaster

123 S. Broad St. Suite 240

Lancaster, OH 43130

740-277-7222 More Information »

Worthington

5858 N High St. Suite A

Worthington, OH 43085

614-842-6090 More Information »