NICHOLAS S. KLEIN, MBA, CAIA
MANAGING DIRECTOR

An Unwavering Focus on You

Despite the proliferation of wealth managers in the marketplace, I believe very few are equipped to address the complex needs of ultra-high net worth clients. At Oxford, we specialize in managing assets for very wealthy individuals and their families. In fact, helping you grow, protect and enjoy your wealth is our only business focus.

Over our almost four decade history, we’ve built a multi-family office model that encompasses trust administration, investment advice, consolidated reporting, fiduciary support and more. Integrating all of these services under one roof provides efficiencies and leads to better results. Whether a client wants advice on a real estate investment, purchasing a business interest or establishing a philanthropic vision, we understand the relationship among all variables in your family’s financial picture.

Oxford Financial Group Annual Report - 2019