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Oxford Financial Group, LTD

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Oxford Financial Group, LTD

800-722-2289

Expert Teams

Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.

Tim E. Wittenbrook

Tim Wittenbrook is a Managing Director with Oxford Financial Group, Ltd. Prior to joining Oxford, Tim was an Executive Director at JPMorgan Asset Management and a Vice President of Fidelity Investments.

Tim has worked in the financial services industry for more than 25 years, advising families and institutions on asset allocation, investment manager selection and fiduciary risk management. His expertise also extends to investment menu selection and plan design for retirement plan sponsors of corporations, higher education and healthcare institutions. In addition to being a member of Oxford’s Retirement Plan Committee, he is an active Certified Financial Planner and a member of the Investment Management Consultants Association and the Cincinnati Estate Planning Council.

Oxford’s clients receive the ultimate benefit from our commitment to independence and objectivity: a true partner that is working, 100 percent of the time, only in their best interests. This is a perfect combination with my own passion and focus to first reach a deep understanding of what really matters to my clients and then to continually deliver the very best ways to achieve those goals.

Tim is a native of the Cincinnati area and resides in Montgomery. He graduated from Miami University, Farmer School of Business, with a Bachelor’s degree in Finance. He has returned to his hometown to bring leadership and commitment to the Cincinnati market and community. He is a member of United Way Tocqueville Society, Cincinnati USA Regional Chamber, Cincinnati Association for Corporate Growth, Queen City Club and Kenwood Country Club.

The Wittenbrook family has been involved for many years in diverse charitable organizations including Ronald McDonald House, United Way, Wounded Warrior Foundation, Freestore/Foodbank, Indian Hill Foundation and the Orphan Justice Center. They are particularly interested in organizations that benefit children.

Tim and his wife have five children. He enjoys spending time with family and friends, golf, and travel.