Providing multigenerational estate planning advice and forward-thinking investment solutions
to families and institutions for more than 43 years.
In our 2024 Annual Report, we highlight the core beliefs and aspirations that drive us and inspire us each and every day.
Serving families and institutions in 36 states, with seven offices across the country:
We are just over one week removed from Election Day…
In our 2024 Annual Report, we highlight the core beliefs and aspirations that drive us and inspire us each and every day.
The sample size of Presidential elections is small (47), which calls into question the value of investment-related conclusions from such data.
To be eligible for Financial Advisor’s RIA Survey & Ranking, firms must be an independent registered investment advisor and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms complete and submit a survey, and each is represented in the final survey ranking. The annual ranking is based on the previous year’s assets for discretionary and nondiscretionary assets reported on Form ADV. Oxford did not pay a fee for inclusion in the rankings but did purchase the rights to reprint and utilize the ranking and logo.
View Part 2 of Oxford’s current Form ADV.
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