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News, research and market insights from our team of experts.
Stay current on all the latest Oxford news and events. Check back regularly for new articles, press releases and event information. For media inquiries, contact Liz Kiser
January 8, 2018
Oxford's Grand Rapids Office Relocates to New Expanded Office Space at 85 Campau Ave. Northwest
December 19, 2017
Financial Planning magazineOxford Financial Group, Ltd. ranked #1 in Financial Planning magazine's RIA Leaders 2017: Top 20 firms list.
November 2, 2017
ICLEFOxford's Director of Family Office Services and The Trust Company of Oxford, Julia S. Weaver, , J.D., LL.M., speaks at the the ICLEF Survivor's Guide to Everyday Estate Planning seminar.
January 3, 2017
Financial Planning magazineOxford Financial Group, Ltd. ranked #1 in Financial Planning magazine’s list of Top 150 RIA Firms for the fifth year in a row.
Financial Planning Magazine
December 22, 2016J.P. Simmons, Oxford's Director of Practice Management, is quoted in the Financial Planning magazine article "When Clients Jump to an RIA Competitor".
November 4, 2016
Exit Planning InstituteLorelei Tolson received the “Member of the Year” award from the Exit Planning Institute for her work founding and building the Indiana Chapter of the Exit Planning Institute.
October 20, 2016
Oxford Financial Group, Ltd., Association for Corporate Growth and the Central Indiana Chapter of the Exit Planning InstituteOxford Financial Group, Ltd. hosted a joint event, Preparing a Business For Sale, with the Association for Corporate Growth (ACG) and the Central Indiana Chapter of the Exit Planning Institute (EPI).
Oxford is an independent, fee-only firm providing families generational estate planning advice and institutions forward-thinking investment strategies for over 30 years. We believe our independence and private ownership enhance our ability to provide you with unbiased and objective advice—putting you, our clients, at the heart of our business.