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

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

Royal Oak Financial Advisors works with individuals, high-net-worth clients, and pension and profit-sharing plans, providing discretionary portfolio management, written financial planning, and retirement-plan monitoring. The firm also offers retirement-plan consulting and participant education services but discloses it does not act as a 3(21) or 3(38) ERISA fiduciary. Investment decisions are driven by asset allocation and placement of clients into model portfolios based on questionnaires, risk tolerance and goals, with regular monitoring and periodic rebalancing. Portfolios may include mutual funds, ETFs, stocks, bonds and option strategies such as covered calls, and the firm generally manages accounts on a discretionary basis. Several operational features distinguish the firm from many peers: owners and associates are independent insurance agents who may receive commissions for insurance sales, and some advisors are dually registered with another advisory firm, which can create separate fee relationships. The firm also discloses limited custody in at least one account where an owner acts as trustee, reports that it does not aggregate trades across accounts, and does not vote client proxies.

To learn more about the advisors currently working at Royal Oak 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.

You can also browse Royal Oak Financial Advisors, LLC's office locations.

Name	Location	Years of experience
Phillip Afif	Royal Oak, MI	2
Brian Branch	Royal Oak, MI	20
Hans Gappy	Royal Oak, MI	6
Jacob Gingell	Royal Oak, MI	3
Robert Mulcahy	Royal Oak, MI	30
Aidan Shoop	Westlake, OH	0
Ryan Shoop	Westlake, OH	24

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