Royal Oak Financial Group
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About
Royal Oak Financial Group serves individual and high‑net‑worth clients with ongoing portfolio management and financial planning services. The firm also offers insurance products through licensed representatives and documents client objectives with individualized Investment Policy Statements.
ROFG provides discretionary portfolio management that emphasizes long‑term, diversified equity and fixed‑income strategies tailored to each client’s goals and risk tolerance, and it uses charting, fundamental, technical, and cyclical analysis in its process. The firm works through qualified custodians and provides regular account reporting, charging AUM‑based advisory fees for management and hourly fees for standalone financial planning.
Compared with many peers, ROFG is notable for managing a relatively large asset base and an unusually high client load relative to its advisory headcount, concentrating portfolio oversight within a compact team. The firm is also organized to sell insurance products (with disclosed commission conflicts) and is deemed to have custody of client assets under the Custody Rule, triggering an annual surprise examination by an independent accountant.
Client services
Expertise
Fee options
0.50% - 2.00% (negotiable)
The firm receives commissions for the sale of insurance products as a licensed insurance agency.
$300 per hour (negotiable)
Main office
5858 High Street
Worthington OH 43085
Advisors at this office
3
Most active in
Florida · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Matthew J
CFP®, Series 66
Worthington, OH
Royal Oak Financial Group
Matthew Jehn is a CFP® with 21 years of industry experience, currently serving as an advisor at Royal Oak Financial Group since 2012. He previously worked at Wrp Investments, Inc. and has operated Jehn Financial since 2004. Outside of his advisory role, Jehn is president of Y.O.U. Accounting and teaches retirement workshops several times a year. Royal Oak Financial Group serves individual and high-net-worth clients with portfolio management and financial planning services. The firm emphasizes long-term, diversified equity and fixed-income strategies tailored to client goals, using various analytical approaches within a small advisory team.
Grant B
Series 65
Worthington, OH
Royal Oak Financial Group
Grant Billings is a financial advisor at Royal Oak Financial Group with three years of industry experience. He holds a Series 65 designation and has prior experience working at PricewaterhouseCoopers and Whalen & Company CPAs. Billings is also a licensed CPA and works as an accountant within his firm. Royal Oak Financial Group serves individual and high-net-worth clients by providing ongoing portfolio management and financial planning services. The firm employs a discretionary investment approach focused on long-term, diversified equity and fixed-income strategies, integrating multiple analytical methods tailored to client objectives.
Bradley S
Series 65, Series 66
Worthington, OH
Royal Oak Financial Group
Bradley Senita is an advisor at Royal Oak Financial Group in Worthington, OH, holding Series 65 and Series 66 designations with nine years of industry experience. His prior work history includes tenures at Cambridge Investment Research, Greenstone Wealth Management, and Merrill. He is also an independent insurance agent for various companies. Royal Oak Financial Group provides portfolio management and financial planning services to individual and high-net-worth clients, emphasizing long-term, diversified equity and fixed-income strategies tailored to client goals using multiple analytical approaches. The firm manages a relatively large asset base with a small advisory team and offers insurance products alongside investment services.
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