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.
An Open Letter from our CEO – Jeff H. Thomasson
It has been a few weeks since I personally had the opportunity to reach out to you and it feels timely to give you an update about Oxford, what we are thinking as a firm, what is on my mind, where we find ourselves, how many of our clients are faring and a few miscellaneous items that might be relevant for you as you read about Oxford.
Planning for the Shifting Sands of Taxes
Last week, Joe Biden introduced his comprehensive economic plan, including his “Buy American” plan. In response to questions regarding how to pay for the new programs, reference was made back to tax proposals previously announced earlier in his campaign.
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.