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Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.
Garett Feldkamp is a Managing Director with Oxford Financial Group, Ltd. His primary responsibilities include utilizing the firm’s investment research and family office resources to provide a unique, outcome-focused financial experience to ultra-high net worth families. Garett utilizes his extensive knowledge and skills to create a detailed MasterPlan for each of his clients. This MasterPlan provides a concise, documented plan of the family’s financial goals and objectives, along with a detailed implementation strategy.
My passion as an advisor is helping my client’s achieve their vision of success and happiness. The value Oxford brings to the table every day is not simply the ability to do a single certain thing well, but rather the capability to offer unique solutions, execute on the family’s vision for success and offer counsel that reflects our best ideas for each client we serve.
Garett has more than 22 years of experience as an expert in comprehensive private wealth solutions for families of significant worth. Prior to joining Oxford, he was Vice President for U.S. Bank’s Private Wealth Management division working with clients on complex investment, private credit and wealth transfer strategies in Cincinnati and throughout the Midwest. Prior to U.S. Bank, Garett served in an executive role as Senior Vice President for Key Private Bank and as Vice President for Bank of America/Merrill Lynch.
Garett graduated from the University of Kentucky, earning a Bachelor of Science degree in Business Administration and Business Management. He also earned a Master of Business Administration from the Haile College of Business at Northern Kentucky University. He is a Certified Wealth Strategist® and previously held both the Series 7 and 63 licenses.
Garett is a Cincinnati native and resides in Loveland with his wife, Karin, and their two daughters. He is a current board member of Cardinal Land Conservancy, has served in diverse leadership roles for the United Way of Cincinnati and enjoys taking an active role in serving his community.