Your Future. Your Family. Our Focus.

Positively impacting lives since 1993

Regency Investment Advisors

Our Services

At Regency, we're dedicated to establishing and promoting the financial wellbeing of our clients. Drawing on decades of experience, we guide you on your path toward a better financial future.

Financial Planning

Financial Planning is much more than investing; it considers all the pieces of your financial life, from budgeting and retirement planning, to saving for education and managing taxes. Understanding how to bring all the pieces of your financial life together is a challenging task.

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Investment Management

We believe investment management is simply the thoughtful oversight of the client’s investments with the ultimate goal of meeting, or exceeding, their objectives.

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Retirement Plans

Retirement plans have many crucial benefits to both employers and employees. For business owners managing the retirement plans that your employees are counting on can be a daunting responsibility.
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Independent, Locally Owned

Positively impacting lives since 1993.

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The Regency Difference

Decades of Experience

Regency’s team consists of financial professionals who are committed to demonstrating our high standards of service and true value in every client interaction. Our comprehensive financial expertise and real-world experience guides and informs our every decision and suggestion to our clients.

Focused on Relationships

Founded on the vision of relationship-driven advisory services, we endeavor to build lasting relationships with our clients. As appropriate, Regency will introduce you to unaffiliated professionals or coordinate with your existing professionals, to help you implement your financial plan.

Driven by Value

We differ from typical brokers by adopting a fee-based model, rather than one based on commissions and sales-driven motivations. Because our solutions are based on a reasonable and transparent fee, our advisory services are motivated by what’s best for our clients, not a third-party interest.

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A Better Future Starts Today

Our financial professionals are ready to help you build the life you want by guiding you toward the best decisions. We work for you and, in every decision and meeting, your financial wellbeing is our primary goal.