INTEGRITY

Integrity should guide every decision in your business and personal life. We believe this is a relationship business and without integrity, you cannot have relationships. We have a platform, and more importantly, a culture where your clients priorities come first!

INNOVATION

The old ways of doing business are dying. Many firms are stuck doing business the same way they did 10 or 20 years ago because they are afraid of new ideas. Regal has been successful because it embraces innovation.

INDEPENDENCE

Regal was conceived by a group of forward thinking entrepreneurs that believe that independence is the path to a higher quality of life. We think the more you help others gain their financial freedom, the more you have a chance to build your own. That’s our independent declaration.


Regal Investment Advisors rated in Forbes Magazine Top 50 Wealth Managers

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Regal Financial Group named one of West Michigan's Best & Brightest Companies to Work For

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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.


Our Boutique Money Managers