Integrity | Innovation | Independence

Regal Financial Group is a full service financial firm specializing in retirement planning, investment management, and multi-generational planning.

We believe a client’s trust should be placed in the hands of knowledgeable experts with credentials such as the: Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter.

Our approach to financial planning does not contain piecemeal recommendations or transactional product offerings but rather tailored financial plans customized around your unique set of goals.

We build long-term relationships throughout the years to monitor and adjust the plan along the way.


Regal Investment Advisors rated in Forbes Magazine Top 50 Wealth Managers – Emerging RIAs

Read the article

Regal named one of 2016's Best & Brightest Companies to Work For in the Nation

Press release (pdf)
Best & Brightest website


Our Risk Number™ technology objectively calculates your true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics. With your Risk Number™, we can engineer the risk in a portfolio to fit your unique and individual risk preference and meet your expectations with a 95% mathematical confidence.

What's Your Risk Number™?