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 expert 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 and business 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
- Insurance products; i.e., health, life, long-term care and disability insurance
- Annuities and more
We also work with business owners who need accounting and bookkeeping, insurance, and other such support services. Some of the business services we provide include:
- Tax review, preparation, and filing
- Routine office accounting tasks
- Handling audits
- Creating and maintaining reports
- Paying bills
- Group health insurance and other business insurance products
- 401(k) plans
- And more
My commitment is to assist our clients in every possible way. This means helping them with financial planning and retirement planning, investment allocation, estate planning, and insurance. My goal is to help them gain the skills and information they need to achieve their goals.
– Matt Jehn, CFP®Contact Us Today CALL: 614-842-6090