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.

COVID-19: Economic Developments and Observations

It’s hard to believe it’s been more than 11 weeks since King County, Washington, officials first introduced the concept of cancelling large group events and encouraging those with compromised health conditions and the elderly population to stay home. Fast-forward to today, and the country is slowly emerging from quarantine with states taking measured steps to open up business. Suffice it to say, the experience for Main Street has diverged significantly from Wall Street at this point.

The 2020 Estate Planning Trifecta

At times, the extremes of a negative event are matched by the extremes of a positive planning opportunity, and such is the case with our current market, economic and tax law environment.

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.