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Oxford Financial Group, LTD


Oxford Financial Group, LTD


Expert Perspective

News, research and market insights from our team of experts.

Publications & Brochures

Discover more about what Oxford offers—a highly personalized and complete range of services that support you in achieving financial excellence.

  • 2015 Annual Report
    Our 2015 Annual Report theme is Expect Extraordinary, a nod to who we strive to be as a firm and our belief that outstanding is just a baseline. From comprehensive family office, trust and investment services to helping you find the best solutions to achieve your goals, we want you to ‘expect extraordinary’ in everything that we do for you.
  • Overview Brochure
    Learn how Oxford helps enhance the financial lives of its individual, family and institutional clients.
  • Three Good Reasons to Work with Oxford
    Specialized expertise, total objectivity and global resources, local talent—these are just a few of the reasons to work with Oxford. Read why we may be the right fit for you and your clients.
  • Entrepreneurial Services Brochure
    Entrepreneurial Services is one of the most practical services Oxford provides, helping business owners improve their profitability and cash flow through effective cash management and the appropriate use of credit.
  • Family Office Services Brochure
    The Family Office Services group is committed to enhancing the financial lives of Oxford clients and enriching their family legacies by helping them effectively organize and deploy their wealth.
  • Family Concierge Service Brochure
    Oxford provides seamless financial and administrative support through a suite of services developed to manage each client’s specific needs and preferences.
  • Institutional Offerings Brochure
    Foundations, endowments and other institutional clients benefit from Oxford’s objectivity and broad reach.
  • Investment Advisory Services Brochure
    Oxford first works with clients to define their financial objectives and constraints. From there, Oxford works to find the right money manager for their needs.
  • M25 Counsel Brochure

    Oxford’s M25 Counsel looks beyond the assets Oxford is charged with supervising to build an integrated view of a client’s entire, multi-generational asset portfolio.
  • Multi-Generational Advisory Brochure
    Oxford’s multi-generational advisory services begin by establishing clear legacy objectives as part of a client’s financial master plan. These services include family trusts, revocable and irrevocable trusts and philanthropic planning.
  • Trust Services Brochure
    Oxford established The Trust Company of Oxford™ to serve as an independent third party that acts in a fiduciary role—as a custodian of certain assets or as a trustee or a co-trustee of a trust.