Royal Oak Financial Group

Royal Oak Financial Group is a financial planner in Columbus, OH. The firm provides a variety of specialized services including investment management, retirement planning, estate planning, and individual tax planning. Serving individuals, families, and small to mid-size business owners, the firm also offers expertise in income and Social Security planning.

Founded in 2002 by Certified Financial Planner Matt Jehn, the firm operates as a full-service financial practice. The team includes registered investment advisors and CPA-certified expertise to assist with tax optimization and bookkeeping. Their approach focuses on a balanced formula of growing and preserving investments through professional wealth management. The firm provides services across several areas, including Worthington and Lancaster, with specific capabilities in asset protection, living trusts, and long-term healthcare designations.

Royal Oak Financial Group is known for its commitment to fiduciary standards and its ability to provide thorough, well-documented financial guidance. The firm's reputation is built on a foundation of professional expertise and a dedicated focus on building and maintaining lasting client relationships.

The team provides reliable financial guidance and specialized planning to help residents throughout Columbus secure their financial futures.

Services:

• Estate Planning
• Income & Social Security Planning
• Individual Tax Planning
• Investment Management
• Retirement Planning