Certified by Royal Oak Financial Group • Aug 16, 2026
Financial PlannerTax ConsultantFinancial PlanningFinancial ConsultantInvestment Service
Established in 2002, Royal Oak Financial Group has been helping clients manage their financial planning needs in Worthington and Lancaster, Ohio. We provide individuals and small businesses with customized solutions, from full-service retirement planning and investments to accounting and bookkeeping.
As Lancaster's premier financial planners, we empower clients with tools and knowledge to enhance their financial confidence. Armed with resources and understanding, clients can better manage their finances, investments, and overall planning.
A financial advisor who understands your unique needs can help you achieve your goals. Our priority is supporting your bottom line and helping you succeed.
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Certified by Royal Oak Financial Group • Aug 16, 2026
Ensure your future is secure and that your family is taken care of with Royal Oak Financial Group’s estate planning services. Our advisors are here to walk you step-by-step through the difficult financial matters associated with estate planning such as wills, trusts, estates, retirement planning and more.
Royal Oak Financial Group specializes in income and social security planning. Let us help you oversee your current and future cash flow to fit your needs.
Minimize your tax liability and the stress associated with tax season with Royal Oak Financial Group’s tax planning and preparation services. Our tax accountants provide pre-calculated personal income liabilities, tax planning guidance, analysis of records at year-end to find overlooked deductions, e-filing services and more.
Manage, grow, and protect your assets for your future.
Reviews
5.0
113 reviews
5 stars
113
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MM
Marlena McCluer
Jul 13, 2026
5.0
My husband and I attended an informative meeting with Royal Oak Financial Group and liked what we heard. We then met with Brad and decided we needed to move our retirement funds to Royal Oak due to the way they explained to us how they invested our accounts, ie. 401K, Roth IRAs, and IRAs into the stock market. The companies they chose for us was not as risky and more conservative stocks than we previously had with another Financial Group. We were close to retirement at that time, and it was important to us to not have investments that were declining. We have since retired and are pleased with the management of our "Nest Egg" along with the additional support in regard to our taxes. We trust the whole Royal Oak staff and feel we made the right decision to transfer our funds to them to invest and also understand what our retirement goals are.
JR
Jayna Roberts
Jun 24, 2026
5.0
We are very happy with the service and our
results over the last year. We were with a big company for years and always felt we were just a number. It doesn't feel that way with Royal Oak.
MM
Mike
Jun 24, 2026
5.0
Royal Oak Financial Group has been very helpful in handling all my finances. Helped me in my investments and taxes. I would recommend to call. Everyone there is friendly and easy to work with.
DS
Dwayne Shaffer
Jun 24, 2026
5.0
Brad has been very helpful guiding me through the transformation from company 401k to an IRA....I had a difficult time because my wife passed away from Cancer in November and had to get her company 401k rolled over into my IRA via death beneficiary...Royal Oak (Brad) was very patient with me, and helped me through a difficult time in my life...Brad has me set up, and my portfolio has been doing very well!
The rest of the Royal Oak Financial Group has always been quick to answer any questions!
DK
Diane Knode
Jun 23, 2026
5.0
Working with Royal Oak Financial Group has been fantastic. They cover all of the bases. They have helped me with all of my investments and tax planning. They also assisted in our estate planning. They are true fiduciaries in all of their practices. If you are in the Lancaster Ohio area, I would highly recommend you visit with Royal Oak Financial Group!
Frequently Asked Questions About Royal Oak Financial Group
What services does Royal Oak Financial Group provide?
Royal Oak Financial Group offers estate planning, tax planning, financial planning, investment management, social security planning, retirement planning, and wealth management.
Where is Royal Oak Financial Group located?
Royal Oak Financial Group is located at 123 South Broad Street, Suite 225, Lancaster, OH 43130, USA.
What are the business hours of Royal Oak Financial Group?
They are open Monday through Saturday from 9:00 AM to 5:00 PM and closed on Sundays.
How can I contact Royal Oak Financial Group?
You can reach them by phone at +1 740-277-7222 or email matt@royaloakfinancialgroup.com.
Does Royal Oak Financial Group offer appointments online?
Yes, they offer online appointments and require appointments for their services.
Is parking available at Royal Oak Financial Group?
Yes, onsite parking is available for clients visiting Royal Oak Financial Group.
Are there other financial services near Royal Oak Financial Group in Lancaster?
Yes, nearby financial services include McLain Hill Rugg & Associates, Andy Ogilvie - Ameriprise Financial Services, LLC, Chase Bank, and Superior Retirement Solutions Wealth Management, which can offer additional financial assistance or complementary services.
What legal services are near Royal Oak Financial Group?
Nearby legal services include Brewster Law Office, SITTERLEY & VANDERVOORT LTD Attorneys at Law, and Sitterley, Vandervoort & Nixon, which clients might consult for legal needs related to estate planning or family law.
What nearby places can I visit around Royal Oak Financial Group in Lancaster?
Nearby you can visit the Stream and Wetlands Foundation, City of Life church, and The Well cafe for relaxation or community engagement before or after your appointment.
How can I learn more about Royal Oak Financial Group online?
You can visit their website at https://www.royaloakfinancialgroup.com/location/lancaster/ or follow their Facebook page at https://www.facebook.com/royaloakfinancial/.
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