Financial Planning In Worthington, OH 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 Services in Lancaster, OH

Protect your wealth and your loved ones by establishing a plan for your assets.

Retirement Planning in Lancaster, OH

Secure your finances and achieve your desired post-retirement lifestyle.

Individual Tax Planning Services in Lancaster, OH

Make tax season a breeze this year by organizing your personal finances.

Investment Management Services in Lancaster, OH

Handle, grow, and protect your assets to feel confident in your future.

Estate Planning in Worthington, OH

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

Individual Tax Planning in Worthington, OH

Minimize your tax liability with professional account specialists.

Investment Management in Worthington, OH

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

Income and Social Security Planning in Worthington, OH

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

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 in Worthington, OH?
We’ve got you covered.

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.

Lancaster

123 S. Broad St. Suite 230

Lancaster, OH 43130

740-277-7222 More Information »

Worthington

5858 N High St. Suite A

Worthington, OH 43085

614-842-6090 More Information »