Never Losing Sight of Our Clients’ Goals
It is a great honor to be recognized as the #1 privately held Registered Investment Advisor (RIA) in the country for the last five consecutive years by Financial Planning magazine.* The annual survey evaluates 150 firms nationally, based on assets under management. While we are proud to be recognized as one of the country’s premier RIAs, we credit this distinction with the trust our clients have placed in us. For our part, we remain committed to serving our clients—a process that we have worked diligently to refine and perfect throughout our 36-year history.
Our client-centric focus combines the highly personalized attention and support of a small boutique firm with the breadth of resources and expertise commonly found at large financial organizations. We stay engaged and connected with clients so they can see where they are going and the progress they have made. In fact, Managing Directors from Oxford’s Family Office Services meet with clients four times a year—that’s double the national average. It is all part of the “Oxford experience” and the reason clients recommend us to their family and friends.
At Oxford, we work hand-in-hand with trusted intermediaries who support tax planning, estate planning, insurance, money management and more. These professionals share one thing in common—a mutual commitment to meeting the comprehensive needs of clients. It also expands the scope of products and services necessary to address complex financial goals. We believe that our size, reputation and focus are why like-minded professionals refer their clients to us.
Navigating the challenges of high net worth investing demands expertise and a commitment to providing innovative investment solutions. As a premier RIA, we are able to leverage the expertise of highly specialized money managers from around the country. Forging deep advisory relationships provides clients with access to sophisticated investment offerings such as niche growth strategies to seek superior returns.
We’re passionate about making a measurable impact on our clients’ financial lives and those of their children and grandchildren. This is reflected in our commitment to remain wholly independent—so that we can stay 100% focused on your financial needs, not the needs of shareholders or stock prices. As we continue to grow, we will remain true to our heritage and the principles that have guided us for the past 36 years.
*The Financial Planning magazine list of Top 150 RIA Firms is based on assets under management as reported in the Form ADV. The list contains independent fee-only planning firms. Broker-dealers, insurance company affiliations and firms with substantial outside ownership stakes held by private equity firms and some outside investors are excluded. The list does not include roll-ups, aggregators or turnkey asset management programs. To capture firms that provide true, holistic financial advice to individuals, only firms with more than 50% individual clients, as can be determined through Form ADVs, are included. The rating may not be representative of a client’s experience and is not indicative of future performance. Oxford did not pay a fee for inclusion in the ranking, but may purchase reprints.
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