Bryan Baca

Welcome

With over two decades of Advanced Financial Advisory experience, I try to help take the anxiety out of investing.  Most people are very concerned about making the right decision about their financial future.  Everyone’s financial life is unique.  Personalized service is essential when matching a client’s goals and objectives to the right solution.  Our firm adds a tremendous amount of value to the client by utilizing a fee only investment advisory platform.  When managing your portfolio there are no product commissions to cloud our judgement when choosing appropriate investments.  Our compensation is directly correlated to the value of the client’s managed account.  This relationship puts us on the same side of the table as the client.  If you are successful, we are successful!  It’s that simple.

MARKETWATCH

The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance.

Our Form ADV Part 2A firm disclosure document is available for review. View Form ADV Part 2A, call or email to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.

Full Disclosure