Regal Investment Advisors is a financial advisory firm based in Gaithersburg, MD. They specialize in providing personalized financial guidance to help individuals reach their goals. With a focus on building strong client relationships, Regal Financial Group aims to help clients make smarter financial decisions by understanding their risk tolerance, time horizons, and objectives. They utilize behavioral finance principles to address the psychological factors that can influence irrational thinking when it comes to investing. Through their holistic wealth management approach, Regal Investment Advisors offers comprehensive financial planning services to assist clients in all aspects of their financial lives.
Regal Investment Advisors is committed to upholding fiduciary standards and practicing full disclosure, due diligence, and client communication. Their team of knowledgeable experts, including Certified Financial Planners and Chartered Financial Consultants, work with clients in every phase of their financial journey to create customized financial plans. With their Risk Number technology, which won the Nobel Prize for Economics, Regal Investment Advisors can objectively calculate clients' true risk tolerance and engineer portfolios that align with their unique risk preferences. By providing industry thought leadership and a focus on client trust, Regal Investment Advisors strives to help clients achieve their desired financial outcomes.
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