Established in 2002, Royal Oak Financial Group has been helping clients manage their financial
planning needs in Columbus and Lancaster, Ohio. Royal Oak Financial Group helps individuals and
small business clients develop customized and realistic financial solutions that work, whether that
means full-service retirement planning and investments or accounting and bookkeeping for your
business.
Our team is committed to empowering each client with information and tools designed to enhance their
knowledge each time they talk with a Royal Oak financial advisor. We believe that, when armed with
knowledge and resources, individuals can more confidently manage their financial needs and affairs
– and understand more about investing and overall financial planning.
Having a financial advisor that understands your financial planning needs can help you achieve your
goals. We are not a hard-sell investment firm looking out first for our bottom line. Our priority is
the client’s bottom line and helping each client achieve their financial planning goals.
The company is a Next Generation Accounting Firm™, utilizing state-of-the-art industry technology.
This helps ensure optimal financial planning service and real-time information to clients securely,
accurately, and in a timely manner. Every financial advisor at Royal Oak adheres to customer service
standards of integrity, excellence, and respect with dedication, support, and the best financial
interest of each client our highest priorities.
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Matt, CFP is the principal at Royal Oak Financial Group, providing a complete financial solution of professional accounting, insurance, tax and wealth management services to small businesses and individuals in central Ohio.
Matt has a Bachelor's Degree in family financial planning from The Ohio State University and holds a Certified Financial Planner (CFP) designation. Years of experience in retirement planning, insurance, taxes and business financial needs has given him a keen understanding of what each client wants. His approach to every client is a personal one, focusing on the individual and unique needs of the person or business. To Matt, listening to what the client has to say and giving solid information on his or her options - and what the numbers behind those options mean - is key to building a good relationship.
Products And Services
Business Insurance Needs & Benefits
Royal Oak Financial Group analyzes, recommends, and creates custom benefits plans for businesses just like yours. Find insurance coverage to meet the growing needs of your company.
Avoid costly tax penalties or overpaying on your taxes with help from Royal Oak Financial Group. With our business tax services, we are able to help clients minimize tax liability while staying compliant with the IRS.
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 and elder care law such as long-term nursing home care, disability assistance, trusts, wills, and more.
Royal Oak Financial Group specializes in financial services for retirees. Let us help you ease into retirement and plan for your future with our retirement planning and investment services.
Royal Oak Financial Group’s Certified Financial Planners help you protect and grow your savings, assets, and investments. Whether you’re planning for your future or planning for retirement, Royal Oak Financial Group is here to help you develop a dynamic investment plan.
Safeguard your financial future with Royal Oak Financial Group’s insurance products such as annuities, disability insurance, life insurance, and long-term care insurance. Our dedicated staff is able to design a custom insurance plan to fit the needs of you and your family.
With Your Office Universe ( Y.O.U.) Royal Oak Financial Group provides all-inclusive bookkeeping and payroll solutions for your business. Focus on the day-to-day operations of your business and let the professionals at Royal Oak Financial Group handle your daunting accounting work.
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.