A complete list of active advisors currently associated with Royal Oak Financial Group

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

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.

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