Providing multigenerational estate planning advice and forward-thinking investment solutions
to families and institutions for more than 43 years.
In our 2025 Annual Report, we highlight our core values: our commitment to clients, our dedication to independence and our focus on innovation.
Serving families and institutions in 36 states,
with seven offices across the country:
Inflationary pressures and restrictive stances by central banks marked the start of the year, but by mid-year the focus shifted to heightened geopolitical uncertainty…
An old wealth management saying, “it is not what you earn, it is what you keep,” often becomes a significant value proposition…
View Part 2 of Oxford’s current Form ADV.
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