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Our independence and private ownership enhance our ability to provide you with unbiased and objective advice.
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. Unlike other firms which say they are unbiased but place you in their products, Oxford has no products, only best-in-class counsel.
Oxford was founded over 35 years ago with a vision to create an entity that was larger than its shareholders: to nurture an organization to make it stronger and more thoughtful, to allow for a collection of brilliant colleagues to enhance the ongoing value of the firm and to continue our commitment to independent partner owners for many years to come.
For over 35 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.
Oxford is expansive enough to offer a complete range of services and access to global investment management opportunities, as well as world-class investment research. Our size also affords us extraordinary access to top-tier money managers in areas such as private equity, real estate and hedge funds, as well as the traditional asset classes.
Oxford Financial Group, Ltd., is committed to respecting the individual privacy of clients. In accordance with federal regulations, Oxford is disclosing this notice to tell you how we use information about our clients.
Oxford Financial Group, Ltd. attracts talented and experienced professionals who are dedicated to providing excellent client service. View our current openings.
Oxford Financial Group, Ltd. has been nationally ranked #1 in Financial Planning magazine’s list of Top RIA Firms for five years running. Our top ranking allows us to attract the best talent in the industry, have a thorough depth of technical resources internally and access Aspirational investment solutions on behalf of our clients.
As an Oxford client, you work with a partner in our firm who is totally committed to your success. Each partner is supported by a team of professionals and an extensive in-house investment research department. We take pride in the diverse backgrounds of our professional team members, believing that in an increasingly complicated environment the most effective solutions are often multidisciplinary.