About

With your ideal future in mind, our financial advisor team is here to help you begin planning today.

Investment

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. Our clients are individuals and families, as well as small to mid-size business owners. The financial advisors are experts in retirement planning, helping clients keep a healthy portfolio throughout retirement, and similarly assisting with other financial matters such as bookkeeping and accounting.

Matt is a lifelong Columbus resident, with a degree in Family Financial Planning from The Ohio State University. He and the Royal Oak Financial Group staff are focused on building and maintaining relationships. They work hard to make sure every client understands and is able to make informed decisions about their finances. Our pledge is to earn your continued business by earning your trust.

A top priority at Royal Oak Financial Group is to always give quality customer service. If you want to feel like you are number one – and the best client – we are the firm for you! If you want the full attention of your financial advisor, whether in person or over the phone, you get that with Royal Oak. In addition, you won’t get a cookie-cutter retirement planning or accounting solution from us. Ever. Whatever your unique needs are, we will find products that meet those needs and work for you.

The company has offices in Worthington and Lancaster, Ohio. Besides Matt, the staff includes three investment advisors, an attorney, bookkeeper, office manager, and social media coordinator.

Let us meet your personal financial needs.

The financial advisors at Royal Oak Financial Group are experts in estate, investment, and retirement planning. We offer a number of services for individuals and families, including:

  • Accountant services, such as tax preparation and filing
  • Annuities and more
  • Insurance products; i.e., health, life, long-term care, and disability insurance

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Balanced Formula

The goal of the Balanced Formula is to tailor a package that meets the unique needs of each client and that will fit all the pieces of the puzzle together. As life unfolds through the years, the Balanced Formula will adapt to meet those changing circumstances that take place when “life happens.” These adaptations will help ensure that the plan remains relevant and in line with each individual’s needs and goals, and most important, that the portfolio continues to be “balanced.” Every component of the Balanced Formula is reviewed and coordinated in conjunction with the individual’s goals, needs, and circumstances to develop that well-designed and personal total package.

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Team

Our team of fiduciary financial advisors is here to help you build a financial future you can rely on for years to come. Meet some of our advisors who are ready to help today.

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Matthew M Jehn

CFP

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Brad Senita

Retirement Specialist

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Paula Heis

Accounting Manager

Envision Your Future. Plan for It With Us.

Meet with our fiduciary team to discuss your ultimate financial goals.

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