The Firm

Regal Oak Financial, LLC offers financial planning and investment advisory services to individuals, business owners, and non-profit organizations on their journeys to accumulate, protect, and transfer wealth.   As a child, Lyman helped his dad to plant two oak seedlings.  Over the years, they have become massive trees.  Lyman encourages clients to take concrete steps today so that, in the future, they will be like oak trees, strong and stable.