A complete list of active advisors currently associated with Royal American Financial Advisors, LLC

Warmer can help you find a great advisor at Royal American Financial Advisors, LLC or one who fits your needs even better.

Royal American Financial Advisors is a state-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates and other qualified accounts through model portfolio management and financial planning services. The two-advisor firm manages roughly $98.9 million across about 225 client relationships and also provides consultations and special projects on an hourly or project basis. The firm’s investment approach is model-driven, using ETFs and no-load mutual funds within diversified allocations, written investment policy statements, and systematic rebalancing rather than market timing or active stock picking. Royal American supplements portfolio management with investor education and coaching — offering online videos, classes, and periodic investor education events — and provides clients access to a consolidated eMoney planning portal for ongoing financial monitoring. What distinguishes the firm from many peers is its formal affiliation with an insurance agency and the provision of insurance and annuity products through that affiliate, a relationship the brochure discloses and addresses as a potential conflict of interest. It also documents several operational practices that are less common among similar firms — including hosting educational seminars/workshops, allowing clients to designate “unsupervised assets,” and integrating third-party tools (Morningstar and eMoney) into its advisory and reporting processes.

To learn more about the advisors currently working at Royal American Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.