The Right Resources for Your Financial Journey
At Oxford, there’s a more human element in how I interact with clients compared to many investment firms. That’s because we focus on your complete financial picture rather than just investments. Developing an effective overall strategy begins by asking the right questions and effective listening so we can understand the values surrounding your wealth. Once we’re certain we have a comprehensive view of what you want to achieve we begin creating a customized plan. Just as no two families are alike, every portfolio is also uniquely created. It’s a reflection of our desire to be client-centric in every decision we make.
As a shareholder, I find Oxford’s culture more conducive to working collaboratively with clients. The client is at the center of all that we do, and this a primary reason why I joined Oxford. Our private, independent structure provides an important distinction for our clients, allowing us to spend our time and resources as we best see fit, always benefiting our clients. We are transforming ourselves from a large regional firm to a semi-national RIA—it’s a very exciting time and will bring tremendous benefits to our clients.