Oxford fosters a culture that is conducive to building in-depth client relationships. Our associates care about their legacy and want to make a difference in the lives of the clients and families they work with. You don’t experience this at other firms and it’s a big reason why I work here. My colleagues don’t leave Oxford— they retire from Oxford.
A large majority of our client relationships are multigenerational and value our long-term focus as a privately owned firm. Mergers and acquisition activity among investment firms has been on the rise for years. Oxford made intentional plans over a decade ago to ensure Oxford’s sustainability. As a firm, we’re committed to long-term independence—we’ll be here to grow your family’s legacy for generations to come. That longevity is comforting for you and for us.
Our focus on relationship continuity means that we are very strategic when it comes to recruiting new talent. The associates we hire today are the ones who will advise your children and grandchildren. Therefore, we deliberately seek individuals who will share our same values and dedication. This unique client-centric culture keeps people engaged and encourages them to maintain a long-term perspective.