Certified by Royal Oak Financial Group • Jun 14, 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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Requires appointmentAvailable
Online appointmentsAvailable
Onsite servicesAvailable
On-site parkingAvailable
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Certified by Royal Oak Financial Group • Jun 14, 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
102 reviews
5 stars
102
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Karen Bowers
Jun 4, 2026
5.0
I've been with Royal Oak Financial Group for well over 10 years. The team has been fantastic to work with. My investments have grown exponentially. Now fully retired, they continue to help with tax planning and estate planning. If you are at or near retirement and looking for a trusted fiduciary team to work with, I highly recommend Royal Oak Financial Group in Lancaster Ohio.
DM
David Miller
Apr 15, 2026
5.0
Excellent company. Very personal. And the results have been fantastic. If you are looking for true fiduciary financial advice in Lancaster Ohio…I would highly recommend Royal Oak Financial Group.
DS
Duane Stagge
Apr 14, 2026
5.0
We have a great. Friendly staff. Would highly recommend.
TF
Therese Franz
Apr 6, 2026
5.0
We really appreciate Royal Oak Financial Group. They helped us get out of some annuities that an advisor sold us. We were really disappointed we were tricked into putting our investments into annuities. Royal Oak saved us. Our investments have flourished. They also do our taxes, which we are also delighted with. If you are looking for a retirement advisor group, we would highly recommend Royal Oak Financial Group in Lancaster Ohio.
DR
Debora Rico
Apr 6, 2026
5.0
We are very happy with our decision to work with Royal Oak Financial Group. They have followed through on everything they told us they would do. Our investments have done very well and they have been fantastic on tax management. If you are looking for a true fiduciary group to work with, We would highly recommend Royal Oak Financial Group in Lancaster Ohio.
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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