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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.
The accompanying two articles by Jim Mahoney and Jared Nishida were written in the days prior to the recent market turmoil. In hindsight, we could have titled them differently – maybe "Take Cover Immediately" and "Death of the Bull Market" – but we'll stick with the original titles and reiterate that the underlying message remains the same.
FA’s 2015 RIA Ranking
Oxford Financial Group, Ltd. ranks number 8 on Financial Advisor magazine’s 2015 Annual RIA Ranking.
2015 Annual Report
While Oxford may never reach 'extraordinary', we will never stop striving to meet that goal. This year's Annual Report introduces our highly capable Client Service Managers and attempts to show you the countless unspoken ways they help make our clients' lives better each day.