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Expert teams dedicated to family office services, trust administration and investment research.
News, research and market insights from our team of experts.
Helping you develop and implement sophisticated, highly tailored long-term financial plans.
Call or visit one of our 5 offices in the Midwest to learn more about our services.
Welcome to Oxford Financial Group, Ltd.
Oxford Financial Group, Ltd. is a premier multifamily office in the Midwest and one of the largest Registered Investment Advisor (RIA) firms in the country, with oversight of more than $20 billion in assets (which includes assets under management) for over 700 families and institutions in 37 states. An independent, fee-only firm providing families generational estate planning advice and institutions forward-thinking investment strategies for over 30 years, with special expertise in alternative investments and private equity. Oxford has offices in five Midwestern states. The firm specializes in serving clients with net worth above $5 million.
Oxford Ranked #1 RIA
Oxford Financial Group, Ltd. ranked #1 in Financial Planning magazine’s list of Top 150 RIA Firms for the fifth year in a row.
Does Your Estate Plan Need a Yogi?
In this edition of e.Insight, we discuss certain "calisthenics" to enhance the flexibility and alignment of your estate plan.
2017 Annual Report
Meeting your needs, finding solutions to your challenges and serving you for the next 35 years and beyond is our mission.