United By A Singular Goal – Your Success

Our long-term success as one of the country’s premier RIAs results from our unique ability to respond to our clients evolving needs through:

  • A commitment to remain wholly independent
  • In-depth, objective thinking
  • Highly customized advice
  • An expansive menu of Aspirational Solutions and Niche Growth Strategies
  • Geographic reach across 37 states
  • A well-resourced investment research platform
  • Size and scale to negotiate lower fees

Privately owned by the partners of Oxford, our solid succession plan ensures our interests remain aligned with your interests. Our client fees represent our sole source of compensation. And, we are never compensated for investment products and services or transaction based commissions. Acting as a fiduciary, we identify solutions to complex financial challenges that come with managing significant wealth.

Oxford Financial Group Annual Report - 2019