Aspirational Solutions & Niche Growth Strategies: A strategic recruitment of industry veterans to accommodate our expanding capabilities in specialized investing solutions.

Family Office Services: Enhancements to our family office experience to better address the challenges of multi-generational wealth.

The Oxford Eye: Upgrades to the Oxford client portal to support higher-level discussions with your team of advisors.

Philanthropic Giving: Maximizing the flexibility of charitable strategies in order to enhance the success of every estate or philanthropic plan.

As we look ahead to 2019, I believe we are well positioned to navigate the changes occurring across our industry. Our commitment to putting clients first has always been a priority for Oxford and is a passion backed by more than three decades of experience. We BELIEVE that more is always possible, and we are focused and will continue to focus on providing you the bespoke service and innovative solutions you have come to expect.

Oxford Financial Group Annual Report - 2019