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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.
Swindon Transition Counsel
Lorelei Tolson, Managing Director, discusses Oxford Financial Group, Ltd.'s Swindon Transition Counsel, a service for business owners making business transitions.
Read the latest Investment e.Perspective
It has now been seven years since stock prices bottomed-out in March 2009, in the wake of the Financial Crisis and Great Recession. Looking back, the path we've followed has been unexpected in many ways.
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.