Thoughtful, Insightful, Committed.Learn About Oxford
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.
New Proposed Regulations
On August 2, 2016, the Treasury Department issued its proposed regulations that, when and if finalized, could greatly alter the availability of valuation discounts for family-controlled entities.
On the Banks of the Snake River
The general sense that the traditional monetary policy framework is breaking down and new paradigm is needed will be the theme of the Fed's annual Economic Policy Symposium next month.
2016 Annual Report
At Oxford Financial Group, Ltd., doing what’s best for you is at the heart of what we do each day. Your success is our only objective.