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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.

Endowments and Foundations

Oxford is uniquely positioned at the "intersection" of two business models. We are large enough to afford access to elite institutional investment products, superior scale and institutional access and pricing, yet remain independent and privately owned. We avoid the conflicts of interest of large banks and brokerage firms that share our scale, but offer the same personal service and conflict free model of independent advisors.

As a team, we will advise your Board as a co-fiduciary advisor. Your dedicated Oxford service team includes Managing Directors who serve as lead advisors, a dedicated member of our Investment Management Group, a Client Service Manager who has responsibility to administer all portfolio actions and a Private Family Services professional.

A Midwest firm with Midwestern values, Oxford is committed to remaining privately owned and independent. With our fee-only compensation structure, we receive no commissions, soft dollars, revenue sharing or similar fees, unlike the majority of other financial service providers. We endeavor to provide a long-term, objective relationship based on conflict-free advice with complete open architecture and no proprietary products to assure access to the best, lowest cost investment options.

Oxford serves many leading charitable organizations. Please contact us to find out if Oxford would be a good fit for your endowment or foundation.