The Power of Independent Thinking

As an independent RIA, Oxford has always been held to a fiduciary standard, putting clients’ interests ahead of our own. While delivering unbiased wealth management advice may come naturally to us, true objectivity is not always easy to find in this industry. Our independence is central to providing you with guidance that is always 100% conflict-free.

I found that, working at a large private bank, there was no singular focus on serving the client. Instead, emphasis is placed on pushing investment services and products that benefit their bottom line. We do not manage proprietary funds or products — this allows us to focus exclusively on doing what’s best for you. For example, if a client wants to finance investments or real estate, they are not beholden to a bank’s terms. Our independence allows us to negotiate a lending rate that benefits the client, not a financing institution.