Our Services
What We Do

The world of finance can be complicated. Our team of advisors and planners are essential partners in building your desired financial future. Whether we’re managing investments, developing a cohesive strategy, or customizing retirement benefits, our service offerings reflect our commitment to the highest standard of financial stewardship.

Investment Management

Our expertise and experience in selecting and monitoring your investments are critical in today’s markets. With common shared goals and objectives, our clients have a better understanding of their investment strategy.

Financial Planning

Financial planning is much more than investing—it considers all aspects and areas of your life. We believe it is essential for our advisors to understand how to bring all of the pieces of your life together to create the right financial plan.

Retirement Plans

A retirement plan has many benefits for you, your business, and your employees. Whether it be an existing plan or a new plan, we have the knowledge and experience to guide you through the complicated retirement plan process. Regency is here to serve you and your participants.

Setting a Different Standard

The Regency Difference

With thoughtful oversight and careful consideration of our clients’ goals, we rely on our guiding principles and collective expertise to make smart investment decisions for our clients—that’s the Regency difference in action.

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 inform every recommendation that we make as we guide our clients.

Focused on Relationships

Founded on the vision of relationship-driven advisory services, we endeavor to build lasting relationships with our clients. Regency can 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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You are now leaving the Regency Investment Advisors (“Regency”) website and will be entering the Charles Schwab & Co, Inc (“Schwab”) website. Schwab is a registered broker-dealer, and is not affiliated with Regency or any advisor whose name appears on this website. Regency is independently owned and operated. Schwab neither endorses nor recommends Regency. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Regency under which Schwab provides Regency with services related to your account. Schwab does not review the Regency website and makes no representation regarding the content of the website. The information contained in the Regency website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.