Westlake, OH Office
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Royal Oak Financial Advisors, LLC
Team
Firm-wide stats for Royal Oak Financial Advisors, LLC
About
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.
Based on Royal Oak Financial Advisors, LLC
Expertise
Based on Royal Oak Financial Advisors, LLC
Location
1991 Crocker Rd., Ste. 220
Westlake OH 44145
Advisors at this office
2
Advisors at this office
Ryan S
Series 63, Series 65
Westlake, OH
Royal Oak Financial Advisors, LLC
Ryan Shoop is a financial advisor at Royal Oak Financial Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Westminster Financial Securities, Inc., Stifel Independent Advisors, and operates his own business, Ryan Shoop LLC DBA Shoop Wealth Management. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and retirement-plan monitoring. The firm’s investment approach focuses on asset allocation and model portfolios tailored to clients’ risk tolerance and goals, with ongoing monitoring and rebalancing.
Aidan S
Series 66
Westlake, OH
Royal Oak Financial Advisors, LLC
Aidan Shoop is an advisor at Royal Oak Financial Advisors, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Shoop Wealth Management, Lake Erie College, and the University of Findlay. Royal Oak Financial Advisors serves individuals, high-net-worth clients, and pension and profit-sharing plans by providing discretionary portfolio management, financial planning, and retirement-plan monitoring. The firm uses model portfolios based on client questionnaires and risk tolerance, employing a range of investment vehicles including mutual funds, ETFs, stocks, bonds, and option strategies.
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