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Oxford Financial Group, LTD

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Oxford Financial Group, LTD

800-722-2289

Highly Tailored Financial Plans

Creating sophisticated, long-term financial solutions that are highly tailored to your individual needs.

Services

Investment Advisory Services

Our advice is customized for each client based on their individual circumstances. Employing research developed by a dedicated team of investment professionals ensures a consistent philosophy, access to unique opportunities and a personalized client experience.


The Trust Company of Oxford™

The Trust Company of Oxford can serve as a critical partner to plan and execute the strategies you employ to protect and pass on the wealth you have worked so hard to amass.


Family Office Services

Your Oxford Managing Director orchestrates the work of Family Office specialists in diverse areas such as taxation and insurance, estate planning, philanthropy and asset protection.


Institutional Consulting Services

Our institutional clients include foundations, endowments and retirement plans. Our advice is customized for you based on your individual circumstances. Employing research by a dedicated team of investment professionals ensures a consistent philosophy, access to unique opportunities and a personalized experience.