At Regency, we are dedicated...

to educating, guiding, and supporting individuals and companies on their path toward a better financial future.

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About Regency Investment Advisors

Regency Investment Advisors (Regency) is everything you look for in a financial advisory firm. We are a US Securities and Exchange Commission Registered Investment Adviser, providing portfolio management and financial planning since 1993. We are fee-only, avoiding the conflicts of interests that can exist when advisors take commissions; our fees are simple and transparent. We’re large enough to offer all the services you or your company need, yet small enough to know you personally and give you the time and attention required to help you reach your financial goals.

The Regency Timeline

1993
Regency Investment Advisors was established as a wholly owned subsidiary of a local bank, Regency Bank, to serve the investment advisory needs of its clients. During this time, Marci Deck joined Regency’s team.
1995
Daniel Ray joins Regency
1998
Stephen Guinn joins Regency
1999
Regency becomes a subsidiary of California Bank & Trust
2002
Regency sold to County Bank’s parent company
2004
During the first 11 years, Regency was owned by 3 different banks and holding companies. Eventually, we realized that it was in the best interests of our clients to become independently owned. Regency was sold and became owned by its long-term employees Daniel Ray, Stephen Guinn and Marci Deck.
2007
Judson Myers joins Regency
2008
Chris Comstock joins Regency
2013
Regency celebrates its 20th anniversary; Chris Comstock becomes Regency’s fourth owner
2015
Judson Myers becomes Regency’s fifth owner
2019
Robert Longatti, a founding member of Regency, came out of retirement to serve as Regency’s President.
1993
1995
1998
1999
2002
2004
2007
2008
2013
2015
2019

Our Team

The Board of Directors consists of Robert, Daniel, Stephen, Marci, Chris and Judson, along with outside member Mark Prendergast, Principal and Director of Tax Strategies for Inspired Financial, LLC.

 

Your Future. Your Family. Our Focus.

Get in touch today for an introduction to Regency Investment Advisors and our services