Rick Davis is a Managing Director of Oxford Financial Group, Ltd. and is a member of Oxford’s Family Office Services practice, Board of Directors and Value Council Committee. Rick provides advice and counsel to Oxford’s family clients in the areas of estate and financial planning, business succession, investing and wealth accumulation and development of family gifting strategies.
Rick’s unique background and experience enable him to assist family business owner clients with continuity and succession planning, coordination of professional advisors, and facilitation of family meetings.
Rick graduated in 1981 with high distinction from the Indiana University Kelley School of Business with a Bachelor of Science degree in Business Finance. After attending the University of Michigan Law School, where he was an editor of the Michigan Law Review, he practiced law in New York City with Sullivan & Cromwell, a preeminent Wall Street law firm, advising investment banking, financial institutions and large industrial clients in the areas of securities regulation and finance.
I personally appreciate the value that Oxford delivers to our clients. We build trust with discretion and unbiased advice. And with our unique way of working with clients and their professional advisors, we ensure that every plan and recommendation is implemented. With integrity, accountability and detailed follow-through, we build and protect family legacies for our clients.
Prior to joining Oxford, Rick was a co-owner of a three-generation family business in Indianapolis, where his responsibilities included strategic planning, finance, and oversight of legal, tax, accounting, governance, and insurance matters.
Rick has long played an active role in the Indianapolis community. He has served as Chairman of the Better Business Bureau of Central Indiana, President of the Builders Association of Greater Indianapolis, and Director of the Indianapolis Art Center. Rick is a member of the AAA Hoosier Motor Club Board of Directors and its related insurance subsidiaries. He has also served as Chapter Chair of the Indiana Chapter of both Young Presidents’ Organization and World Presidents’ Organization, as well as Chair of the Central U.S. Region of YPO.
Rick has worked with numerous charitable and philanthropic organizations, most recently serving as a member of the National Lay Review Committee of the Juvenile Diabetes Research Foundation, where he helps oversee the distribution of more than $120 million in funding for Type 1 diabetes research each year.