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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.

Eileen M. McCaulay

As a Fiduciary Officer, Eileen McCaulay provides management and oversight to The Trust Company of Oxford. Eileen has more than 12 years of experience with private client services, having previously administered personal trusts and private foundations for large banks. She currently serves as a member of the Trust Investment Policy and Strategy Committee.

My goal is to assist families in achieving their vision for the future, providing for protection as well as growth in their estates. Wealth creates freedom with responsibilities. We aspire to enhance the former for our clients while we, as trustee, tame the latter.

Eileen’s role is to draw upon the resources of Oxford Financial Group, Ltd., to help trust clients achieve their financial goals within the framework of their trust document. Her close consultation with each Oxford Managing Director, along with her ongoing relationships with attorneys and accountants, provides for a comprehensive wealth management team for The Trust Company clients. She is committed to Oxford’s tradition of providing the best possible service to the family of clients.

After completing her undergraduate studies at The College of Mount St. Joseph in Cincinnati, Eileen pursued her J.D. at the Salmon P. Chase College of Law of Northern Kentucky University. She is admitted to the practice of law in Ohio.

Eileen earned her Certified Trust and Financial Advisor (CTFA) designation in 2007.