TIM E. WITTENBROOK, CFP®
MANAGING DIRECTOR

The Benefits of Depth, Breadth and Scale

Providing clients with thoughtful investment guidance has been a core focus at Oxford for over 35 years. We’ve helped families not only manage wealth, but grow it for future generations. Using a highly integrated approach we align your investment, tax, philanthropic and wealth transfer goals into one cohesive strategy. But, as our clients’ needs have become increasingly more complex, we’ve expanded our focus to identify innovative ways to help them grow, preserve and enhance their wealth. I believe this is the unique benefit of partnering with Oxford.

Oxford Financial Group Annual Report - 2019