About Us

Our independence and private ownership enhance our ability to provide you with unbiased and objective advice.

The Oxford Advantage >

At Oxford, we believe our independence and private ownership enhance our ability to provide you with unbiased and objective advice—putting you, our clients, at the heart of our business.

Mission Statement >

For over 39 years, Oxford has provided independent financial and wealth management advice through personalized service and expert financial counseling to high net worth families and select institutions.

Fiduciary vs. Suitability >

Oxford Financial Group, Ltd. has always held itself to the Fiduciary standard while most banks and brokerage firms simply adhere to what is referred to as the ``Suitability`` standard.

No. 1 RIA >

Oxford Financial Group, Ltd. has been nationally ranked as one of the top five Registered Investment Advisors on Financial Planning magazine’s list of top RIA firms in 2013, 2014, 2015, 2016, 2017 and 2020.

Privacy and Security >

Oxford Financial Group, Ltd., is committed to respecting the individual privacy of our clients. In accordance with federal regulations, Oxford is disclosing this notice to tell you how we use and safeguard information.

Career Opportunities >

Oxford Financial Group, Ltd. attracts talented and experienced professionals who are dedicated to providing excellent client service. View our current openings.

Oxford's 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.

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