Thoughtful, Insightful, Committed.Learn About Oxford
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.
During this season of Thanksgiving, we focus this issue of e.Insight on ways to maximize your legacy to your loved ones.
Oxford Financial Group, Ltd. Senior Investment Strategist & Oxford Investment Fellow Brendan O'Sullivan-Hale is featured in the Financial Advisor magazine article, Best Bets.
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.