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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Debbi Bennett is a Managing Director at Oxford Financial Group, Ltd. with over 35 years of experience in financial planning, banking, trust and investment strategies. Her excellence in client service, sound and objective professional advice, and strict attention to detail have earned her respect and recognition within the Midwest’s financial and investment community.
Debbi dedicates her time to the Family Office Services of Oxford, providing multigenerational counsel to family clients. She orchestrated the creation of The Trust Company of Oxford in 1997.
One of the most critical commitments I think we can make to our clients is living up to our word. If we say we’re going to do something, we do it—and strive to do it right the first time. It’s taking pride in our work and our clients deserve this level of professionalism.
Debbi is a graduate of the Indiana University Kelley School of Business and has obtained the Certified Financial Planner® designation, which consists of postgraduate study in the fields of investment, insurance, taxation, retirement and estate planning. She is a member of the Institute for Certified Financial Planners, the National Association of Personal Financial Advisors, and the Indianapolis Estate Planning Council.
Debbi has donated much of her time and expertise to various not-for-profit organizations. Currently she serves the Central Indiana Community Foundation Professional Advisor Leadership Council, The Children’s Museum of Indianapolis Planned Giving Council and the Humane Society of Hamilton County. And, in her “free” time, she is actively involved with beagle rescues.