Wealth Management That Puts Family First
For more than 25 years, Royal American has helped families grow, protect, and pass down wealth through personalized financial strategies and trusted guidance.
We're More Than Financial Advisors. We're Financial Advocates.
Your Partners in Wealth, Committed to Trust and Transparency.
Royal American Financial Advisors combines experience and deep connections from a quarter century of family-owned practice with fiduciary integrity and education to offer services that empower you towards achieving your financial goals.
A Family Business In The Business Of Families
Build a Long-Term Plan That Secures Your Family’s Future.
Our small, family-owned business prioritizes preserving you and your family’s wealth, balancing growth with security to meet both present needs and future aspirations.
Your Success Is Our Success
Trust the Highest Professional Standard of Fiduciary Duty.
Our credibility comes from quality and earned trust. Every Royal American advisor is dedicated to putting your interests first, providing transparent advice, and supporting critical thinking.
Educators Supporting Your Financial Confidence
Learn the What, Why, and How Behind Every Wealth Management Decision.
Our educational approach emphasizes sound, fundamental investment rules, training clients to make smarter, empowered, and informed decisions.
Tailored Financial Strategies for Your Present and Future
Life Insurance
Protect Your Family
Independent life insurance experts guide you through a personalized needs assessment, compile and explain your best options from carefully-vetted carriers, and help you secure a long-term, reliable policy.
Estate Planning
Build Your Legacy
Develop strong foundations for your estate, including wealth preservation, smooth asset transfer, maximized tax benefits, and end-of-life care support for you and your family.
Retirement Planning
Plan Your Next Adventure
Create a value-driven and goals-based blueprint that provides peace of mind, ensures financial stability and steady income, and helps you build towards your milestones.
Wealth Management
Maximize Your Assets
Royal American’s fiduciaries offer you accessible, informed support to guide you through your options for wealth management best practices, so you can make the most of what you have with diverse investments that match your investment goals and risk profile.
Financial Planning
Design Your Ideal Financial Future
No matter your financial situation, we are here to help you plan. After a holistic financial assessment, you'll collaborate with financial planning experts to set goals, improve financial security, and build a resilient financial plan that grows with you,
Educational Classes
Grow Your Financial Knowledge
Sign up for our educational classes offering accessible and thorough lessons on topics like financial literacy, intelligent investment, and finding the best advisors. Beyond self-education, we also offer preparatory classes for aspiring financial advisors.
Proven Industry Expertise, Undeniable Results
25+
Years of Advising Experience
$125
Million Total Client Assets
80+
Processed Estates
4
Generational Legacy Serving Families
11
year average client tenure — twice the industry standard
11
Partners with Vetted, Trusted Life Insurance Carriers
Expert Financial Guidance That's Tailored for You
Invest In Your Future Today.
Build Your Legacy For Generations.
