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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Joshua D. Polkow is a Client Relationship Manager with Oxford Financial Group, Ltd. Josh works closely with clients in developing strategies in all areas of personal financial planning including retirement, estate, tax and insurance.
He acts as a liaison between the client and professional advisors to ensure that the clients’ goals and objectives are met in a professional and efficient manner. Josh also works closely with Oxford’s Managing Directors and the investment team in reviewing and coordinating the implementation of recommended strategies.
My goal is to build trusting relationships with my clients so that they can be assured that I am serving them in a timely and accurate manner.
Josh originally joined Oxford in 2011 as a Family Office Analyst for the Family Office Services Technical (FOS) team. In this role he prepared and updated financial statements and performed related analysis in preparation for client meetings. He transitioned into his current role as Client Relationship Manager in July of 2013.
Prior to joining Oxford, Josh worked for Wealth Design Consultants where he was involved in all aspects of the client’s estate plan including fact finding, strategy design, analysis and illustration.
Josh graduated from Bethel College in Mishawaka, Indiana with a bachelor of arts degree in Business Administration with concentrations in Accounting and Computer Applications. He is currently pursuing his Certified Financial Planning (CFP®) designation.
Josh and his wife, Monica, live in Cincinnati with their three sons where they enjoy involvement in their church and spending time outdoors.