Thoughtful, Insightful, Committed.

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Leadership

Expert teams dedicated to family office services, trust administration and investment research.

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Leadership

e.Newsletters

News, research and market insights from our team of experts.

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Services

Helping you develop and implement sophisticated, highly tailored long-term financial plans.

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Services

Contact

Call or visit one of our 5 offices in the Midwest to learn more about our services.

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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 Firm

Oxford Financial Group, Ltd. once again ranked #1 in Financial Planning magazine’s list of Top 150 RIA Firms.

Read the Latest Issue of the e.Insight

On December 18, 2015, the "Protecting Americans from Tax Hikes Act" (PATH) of 2015, was enacted into law. Learn more about the potential impact in the latest issue of the e.Insight.

2016 Annual Report

At Oxford Financial Group, Ltd., doing what’s best for you is at the heart of what we do each day. We believe that the stewardship of your legacy requires passion, an alignment of interests and inspired solutions, which are customized to your unique situation. Your success is our only objective.