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Oxford Financial Group, LTD


Oxford Financial Group, LTD


Highly Tailored Financial Plans

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

Professional Fees

Oxford employs the same commitment to independent, unbiased trust services to meet your family’s needs as our other offerings.

  • Our fees are explicit and published and correlate closely to the investment advisory fees Oxford employs for investment advice
  • This fee structure allows for alignment of your interest with the investment decisions which are so critical in the trust structure
  • The fee is not based on hourly fees or expenses, although they are considered
  • The fee is designed to ensure that you have the access you need to our team of professionals, ensuring flawless execution of any trust related strategy you choose to employ