Thoughtful, Insightful, Committed.Learn About Oxford
Expert teams dedicated to family office services, trust administration and investment research.
Senior Investment Strategist
Oxford welcomes one of its newest Senior Investment Strategist & Oxford Investment Fellows, David Lewis, CFA, CAIA, to the firm.
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 the premier multifamily office in the Midwest and one of the largest Registered Investment Advisor (RIA) firms in the country. Oxford has oversight of more than $20 billion in assets (which includes assets under management), with 20 Managing Directors serving over 800 families and institutions in 37 states. Oxford is an independent, fee-only firm providing families generational estate planning advice and institutions forward-thinking investment strategies for over 35 years. With special expertise in alternative investments and private equity, Oxford specializes in serving clients with net worth above $5 million.
Oxford Ranked #1 RIA
Oxford Financial Group, Ltd. ranked #1 in Financial Planning magazine’s list of Top 150 RIA Firms for the fifth year in a row.
Unwrapping Tax Reform
Our experts unwrap the 2017 Tax Reform Act and how it may impact you.
2018 Annual Report
We are committed to delivering highly customized service by professionals who share one passion—your success. In everything that we do, we seek to uphold our core value of putting you first.