
Lifelong Financial Guidance
Years of experience have prepared us to guide you through your life transitions.

A Value-Based Investment Firm
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our Three-Step Process

Lifestyle Preservation
Individualized strategies ensure that your goals are always a priority.

Legacy Transfer
Our comprehensive financial management means we're ready to address your every need.
What Our Clients Have To Say
Jeff B
I have always appreciated the professional experience, base of knowledge and business acumen demonstrated by the leadership of the firm and their team, in support of our personal short and long-term goals.
George K
Andrew, Michael and the team at Regal have done an amazing job for me and my family for decades. I am so appreciate of their help and guidance with so many financial decisions I have made throughout my life. Simply put, these guys are great.
This statement is a testimonial by a client of the financial professional as of 04/03/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Lisa G
Michael McCarthy has been the financial advisor for 4 generations of our family, since the early 1990s. Michael and his staff have a great team approach and they are readily available to offer help and advice as needed. I’ve recommended Regal Advisors to my friends and would recommend them for you as well.
This statement is a testimonial by a client of the financial professional as of 04/05/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Andrea S.
Over five years, I have come to trust the team at Regal Wealth Advisors for their expertise in managing my investments. They are professional, knowledgeable of my investment needs, and take into consideration my risk comfort level. Based on my recommendation, Regal now manages the portfolios of many family members.
This statement is a testimonial by a client of the financial professional as of 04/24/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
Wealth Management, Tailored To You
Our Team
How Much Do You Know About Investing?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."