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.

Owners Working with Owners, Families and Discerning Institutions®

News & Insights

Priced for a Soft Landing: 2023 in Review

Strong fourth quarter returns across equities and bonds secured a significant market rebound in 2023.

Charitable Giving Vehicles: Private Foundations

There are many charitable giving vehicles available to help you carry out your philanthropic goals. In this Part 2, we will discuss Private Foundations.

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.