Welcome to Oxford Financial Group, Ltd.
Oxford Financial Group, Ltd.™ is the premier multi-family office in the Midwest and has been named the #1 Registered Investment Advisor (RIA) by Financial Planning magazine for five consecutive years (based upon assets under management). One of the largest independent RIA firms in the country with oversight of approximately $23.7 billion in assets under advisement (which includes assets under management), Oxford has 21 Managing Directors in five market offices who serve over 700 family and institutional clients in 37 states. Oxford is an independent, fee-only firm that is privately held by its partners and has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 37 years. With special expertise in Bespoke Generational Solutions, Aspirational Solutions and Niche Growth Strategies, Oxford specializes in serving clients with net worth above $5 million.
The Financial Landscape – February 2020
A summary of the current Financial Landscape including the Global Macro Environment and Market Observations.
Does the SECURE Act Make Your Estate Planning Unsecure?
The SECURE Act created a seismic shift in the income tax treatment of inherited retirement plans and the estate planning surrounding retirement accounts.
2020 Annual Report
Our family serving your family or organization. The year’s Annual Report provides some examples of our success and continued commitment to the families, institutions and advisors we serve.