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 serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, delivering fee‑based investment management alongside written financial planning. The firm reports discretionary management of client assets, offers retirement plan consulting and ongoing retirement plan monitoring, and places clients into model portfolios informed by its planning process. The firm’s investment approach centers on asset allocation and long‑term purchase strategies, with client portfolios allocated to model portfolios based on goals, risk tolerance and periodic reviews; holdings may include mutual funds, ETFs, individual equities, bonds and options (including covered‑call strategies). Royal Oak also reviews employer‑sponsored retirement plan investment options and provides participant education and monitoring services, while noting it does not serve as an ERISA 3(21) or 3(38) fiduciary. Distinctive disclosures in the brochure include that several owners and associates operate as independent insurance agents who may receive commissions on insurance sales, and that some are dually‑registered with Alpha AssetAdvisors, LLC—each noted as potential conflicts of interest. The firm custodies client assets through Charles Schwab but discloses one account where an owner serves as trustee, does not aggregate trades, and charges a separate ongoing fee for financial planning and retirement plan monitoring.

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.