Providing multigenerational estate planning advice and forward-thinking investment solutions
to families and institutions for more than 43 years.
In our 2025 Annual Report, we highlight our core values: our commitment to clients, our dedication to independence and our focus on innovation.
Serving families and institutions in 36 states,
with seven offices across the country:
Real-world financial decisions are often influenced by an individual’s emotions, past experiences and psychological tendencies.
An old wealth management saying, “it is not what you earn, it is what you keep,” often becomes a significant value proposition…
View Part 2 of Oxford’s current Form ADV.
2025 © Oxford Financial Group, Ltd. All Rights Reserved.