For over 37 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.

Our mission statement reflects our belief in private ownership, independence, objectivity and thoughtful counsel for the families and institutions we serve:

  • Oxford will provide the highest quality and most comprehensive solutions to achieve our clients’ financial goals and objectives.
  • We shall remain an independent, fee-only firm with the continuing objective to be the recognized leader within the wealth advisor and trust services fields.
  • We will adhere to the highest ethical standards in all our endeavors while meeting the professional goals of our associates and creating value for our shareholders.