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Creating sophisticated, long-term financial solutions that are highly tailored to your individual needs.
Oxford understands that your family is unique. Lots of thoughtful questions and active listening are key components to what you will experience with Oxford. We bring objectivity to your situation as well as intellect; we are not incented in any way to direct or guide you to a particular strategy or solution.
We believe we will provide value to your family and foster a long-term, consultative relationship if we:
Unlike other firms which say they are unbiased but place you in their products, Oxford has no products, only best-in-class counsel.