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Oxford Financial Group, Ltd.™ is an independent, fee-only firm that has provided multigenerational estate planning advice and forward-thinking investment solutions to families and institutions for more than 43 years.
Managing Directors. As an Oxford client, you work with a Managing Director in our firm who is totally committed to your success. Learn more >.
Contact Us. Serving over 700 families and institutions in 36 states*, with offices in Atlanta, Chicago, Cincinnati, Grand Rapids, Indianapolis, Minneapolis and Palm Beach.
The Oxford Financial Group, Ltd. is a financial advisory firm that provides family office, personal financial planning and investment advisory services to a diverse range of clients. This registered investment advisor (RIA) currently oversees billions in assets under management ( AUM ).
Oxford Financial Group, Ltd.™ is one of the largest independent RIA firms in the country with oversight of approximately $31.53 billion in assets under advisement (which includes assets under...
The financial experts at Oxford Financial Group, Inc. specialize in all things concerning retirement. Our financial consultants are ready to help you plan, so call us in Salt Lake City, UT today!
C. Richard Davis II, JD, CFP®Managing DirectorView Bio. Cameron R. Johnson, MBA, CFAManaging Director & Oxford Investment FellowView Bio. Jeffery H. Stroman, CPA (Inactive)Managing Director & Oxford Investment BoardView Bio. Terrence M. LaBant, JDChief Wealth Planning Officer & Family Office FellowView Bio.
Jul 3, 2024 · Oxford Financial Group, registered in 1984, serves 25 state (s) with a licensed staff of 48 advisors. Oxford Financial Group manages $18.2 billion and provides investment advisory services for 702 clients (1:15 advisor/client ratio).
Discover how Oxford Financial Group delivered exceptional wealth management and estate planning solutions in 2024.
The Oxford Way. Oxford’s Voting Shares Are in the Dynasty Trust; Why Invest With Emerging Managers? The Growth of Aspirational Investing; Considerations for Family Offices in Direct Private Investing; Bespoke Generational Solutions; The Trust Company of Oxford; Oxford’s Expertise in Pre-Exit Planning; The Premier Collection of Oxford
