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 Worthington'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
RestroomAvailable
Onsite servicesAvailable
Free parking lotAvailable
On-site parkingAvailable
Wheelchair accessible entranceAvailable
Wheelchair accessible restroomAvailable
Wheelchair accessible seatingAvailable
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Certified by Royal Oak Financial Group • Jul 05, 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
103 reviews
5 stars
101
4 stars1
3 stars0
2 stars0
1 star1
SG
Sue Green
Jul 1, 2026
5.0
The staff at Royal Oak has guided me through the process of preparing for and moving into retirement. They have carefully managed my IRA enabling me to enjoy my retirement and worry less about money. They are some of the friendliest, most caring folks I've worked with in any industry. If you or a family member or friend is seeking a financial advisor, Royal Oak's staff are excellent.
CR
Charles Reinhardt
Jun 30, 2026
5.0
I have been with this firm for three years now and I’m extremely happy with them. The investment performance has been terrific, and their customer service is next to none. Everybody in the office is friendly likable. I am very glad I found them.
KH
Kottenstette Home
Jun 28, 2026
5.0
I have used several big-name financial brokers over my lifetime. I haven't always felt they were taking the best care of me. I started with Royal Oak Financial group late December 2024. I have been very impressed with all the services they offer in addition to managing my accounts. They always offer account reviews and make suggestions to help reduce my tax liabilities as needed and help make my money grow. Very helpful with doing my taxes and making sure everything is accurate. I like the easy access online to monitor my accounts and happy with my results. I highly recommend their services.
CT
Chris T
Jun 24, 2026
5.0
For decades, we have managed our own finances, in part because we enjoy doing so, having some financial prowess and resources at our disposal. But when retirement arrived, we sought 1) a local financial mgmt source with 2) a CFP, with additional resources that 3) have current knowledge of both social security and Medicare and 4) passed our extensive review of both the company and everyone employed therein. We were determined not to be on a future episode of American Greed. After interviewing many qualified financially geared entities in Columbus, and our due diligence using many resources at our disposal, we selected Royal Oaks. We have NOT been disappointed. They are genuine in every true sense. It took MUCH trust to obtain our stamp of approval. They got it and continue earning our patronage every day. I encourage anyone looking for quality, reputable financial management entity who prioritizes securing your future over their business needs, consider Royal Oaks.
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 Worthington Ohio area, I would highly recommend you visit with Royal Oak Financial Group!
Frequently Asked Questions About Royal Oak Financial Group
What financial services does Royal Oak Financial Group offer?
Royal Oak Financial Group provides estate planning, tax planning, financial planning, investment management, social security planning, retirement planning, and wealth management tailored to individual and small business needs.
Where is Royal Oak Financial Group located?
It is located at 5858 North High Street, Worthington, OH 43085, United States.
What are the business hours of Royal Oak Financial Group?
Royal Oak Financial Group is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on Saturdays and Sundays.
Does Royal Oak Financial Group offer online appointments?
Yes, Royal Oak Financial Group offers online appointments to accommodate client needs.
Is Royal Oak Financial Group accessible for individuals with disabilities?
Yes, the firm has wheelchair accessible entrances, seating, and restrooms to ensure accessibility for all clients.
How can I contact Royal Oak Financial Group?
You can contact them by phone at +1 614-842-6090 or via email at matt@royaloakfinancialgroup.com.
Has Royal Oak Financial Group been established for a long time?
Yes, Royal Oak Financial Group has been serving clients since 2002, providing reliable financial planning services.
What nearby attractions can I visit around Royal Oak Financial Group?
Near Royal Oak Financial Group, you can visit the Worthington Chamber Orchestra, Rehm Music Studios, and Snap Fitness for cultural and fitness activities before or after your appointment.
Are there health and wellness services near Royal Oak Financial Group?
Yes, nearby you will find Total Massage Treatment Services and Bi's Relaxing Massage for massage therapy, as well as Intrinsic Care Chiropractic for holistic health care.
Can nearby services help me with additional support during my visit?
Yes, if you need counseling or dental care, Blue Boat Counseling and Jerman Family Dentistry are located nearby to support your health and wellness needs.
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Certified July 05, 2026Yext Knowledge Graph
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