The Oxford Difference

One of the largest independent RIA firms in the country with oversight of approximately $31.53 billion in assets under advisement (which includes assets under management)*, Oxford has 20 Managing Directors who serve over 700 significant families and prodigious institutional clients in 35 states.** Oxford is an independent, fee-only firm that is privately held by its partners, with special expertise in Bespoke Generational Solutions, Aspirational Solutions and Diversifier Strategies. Oxford has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 42 years.

Fiscal Dominance

What it is, and why you’re going to hear more about it. This article attempts to introduce the concept of fiscal dominance, why the 2020s may differ from previous rate cycles and what it all may mean for investors.

Oxford Opens New Locations in Atlanta and Palm Beach

Oxford Financial Group, Ltd. is pleased to announce the expansion of its brick and mortar office locations with a new office in Atlanta, Georgia’s Buckhead district and a new office in Palm Beach, Florida.

Oxford’s 2023 Annual Report

The 2023 Annual Report highlights one of Oxford’s core beliefs: that true success can only be achieved when we constantly strive to be better.

View Part 2 of Oxford’s current Form ADV. View Oxford’s Form CRS.

Read the disclaimers
*As of 12.31.2021
**As of 3.15.2022


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