Close Menu

Oxford Financial Group, LTD

Menu

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.

401(k), 403(b) and Participant Directed Retirement Plans

Oxford has served as a co-fiduciary investment advisor to retirement plan committees for more than 20 years. Our firm was founded in 1981, and we took on our first retirement plan client in 1992. As of December 31, 2014, we now supervise over $1.9 billion in participant directed retirement plan assets. We supervise over $22 billion in client assets, in total, across our institutional and high net worth client practices.

We offer you a unique value proposition as your retirement plan investment consultant. As one of the largest independent registered investment advisors in the country, Oxford combines the scale of national firms with the benefits of working with independent, boutique, privately owned regional advisory firms.

For five consecutive years, Oxford has been ranked by Financial Planning Magazine as the largest independent Registered Investment Advisor in the nation, based on total assets under advisement. Oxford is therefore large enough to offer a complete range of services, depth of knowledge, unsurpassed access to global investment opportunities and world-class investment research. At the same time, Oxford remains small enough to be privately held and to offer highly customized, independent advice to its clients with no conflicts of interest.

Oxford offers the following benefits: