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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e.Newsletters

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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Contact

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.



Investment e.Perspective

Geographically distant events can affect financial markets thousands of miles away, often with unanticipated consequences even when they are accurately forecasted or telegraphed to the markets.

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.