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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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.
