With offices in Columbus and Lancaster, Ohio, the Royal Oak Financial Group has been helping individual and business clients manage their financial planning needs since 2002.
Our team is committed to empowering each client with information and tools designed to enhance their knowledge each time they talk with a Royal Oak financial advisor. We believe that, when armed with knowledge and resources, individuals can more confidently manage their financial needs and affairs – and understand more about investing and overall financial planning.
Having a financial advisor that understands your financial planning needs can help you achieve your goals. We are not a hard-sell investment firm looking out first for our bottom line. Our priority is the client’s bottom line and helping each client achieve their financial planning goals.
The company is a Next Generation Accounting Firm™, utilizing state-of-the-art industry technology; e.g., SaaS-based innovations, integrated software, and other relevant technologies. This helps ensure optimal financial planning service and real-time information to clients securely, accurately, and in a timely manner. In order to provide business clients with the best services, we stay abreast of the latest and most efficient technologies.
Having the latest and greatest tools of the trade will never replace one core value of the Royal Oak Financial Group – and that is our personal, hands-on approach to building relationships and earning clients for life. Avery financial advisor at Royal Oak adheres to customer service standards of integrity, excellence, and respect…with dedication, support, and the best financial interest of each client our highest priorities.
- Our success is based upon your financial planning success. We don’t make a single dollar from investments until you – the client – have received your first check.
- In transparency… We have no hidden fees or surprises in our structure. You will know upfront what our fee/commission structure is for every product or plan you have with us.
- In tailoring plans to meet the unique financial needs of each client.
- That each client is our best client.