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with Owners, Families and Discerning Institutions®

News & Insights

Update on the Corporate Transparency Act

Corporate Transparency Act Enforcement Enjoined Nationally by Texas Federal District Court

Oxford’s 2024
Annual Report

In our 2024 Annual Report, we highlight the core beliefs and aspirations that drive us and inspire us each and every day.

Mind the Gap (and Seek to Reverse It)

It is well documented that investors’ behavioral biases negatively impact their returns over time.

The Oxford Difference​

One of the largest independent RIA firms in the country with  special expertise in Bespoke Generational Solutions®, Aspirational Solutions and Diversifier Strategies.
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.