Managing substantial wealth is a complex, multifaceted process requiring thoughtful planning and execution. At Oxford Financial Group, Ltd.™, we focus on creating strategies to assist high-net-worth individuals and families with multigenerational wealth management and legacy planning.
We are an independent wealth management and financial advisory firm serving Cincinnati. By providing personalized guidance, objective advice and comprehensive support, we help our clients address complex financial needs, preserve and grow their wealth and achieve their long-term financial goals.
To learn more about our Oxford’s Family Office Services, please call 800.722.2289 or submit a request for information.
Trusted Financial Advisor for Individuals and Families With Substantial Wealth
At Oxford Financial Group, Ltd.™, we recognize that every family has its own story, values and goals. Our team takes the time to understand your aspirations, ensuring that financial planning is aligned with what truly matters to you. We develop comprehensive plans that encompass areas such as investment strategies, estate planning and tax management, all designed to reflect your family’s long-term objectives.
Wealth management extends beyond a single lifetime and must account for the needs of multiple future generations. We focus on building enduring partnerships that evolve with your family’s priorities. Whether navigating life events, managing generational wealth transfers or addressing complex financial challenges, we provide consistent guidance and personalized support. Our commitment is to serve as a trusted partner for generations, helping preserve and grow your family’s legacy.
Navigating wealth management requires impartial and transparent guidance.Oxford independence allows us to prioritize your best interests. You can rely on us for objective advice that helps you achieve your goals.
Our firm’s scale empowers us to offer unique investment options not typically available to the general public. Oxford’s Alternative Investment platforms offer qualified clients options that they may not find at other firms.
Comprehensive Solutions To Protect and Grow Your Wealth
TOFF.HD® is a proprietary service designed to address the complexities of multigenerational wealth management. We help families establish financial structures that reflect their values while fostering long-term stability across generations.
Transitioning business ownership or management is an important milestone that requires thoughtful planning. Swindon Transition Counsel® provides personalized guidance to help business owners clarify their goals, explore options and create a succession plan. We also create a life-after-business plan to help you adjust to your new chapter.
Our fee structure is designed to reflect the value of our advice. Our transparent approach lets us focus entirely on providing thoughtful recommendations tailored to your family’s financial goals.
Our Family Office Fellows are attorneys, CPAs, CFP®s and other professionals specializing in critical wealth management areas. They offer personalized insights on multigenerational wealth transfer, estate and tax planning, charitable planning, business succession and comprehensive financial planning.
M25 Counsel integrates administrative oversight, strategic coordination and financial planning into a comprehensive approach. This service simplifies portfolio management by consolidating data and aligning strategies with family objectives, providing a clear pathway for long-term financial stewardship.
Bespoke Generational Solutions® focuses on creating effective strategies for wealth transfer that align with family goals. We identify challenges such as tax exposure and liquidity gaps by organizing financial data with tools like the Oxford Financial Statement and Estate Flow Chart. From this foundation, we provide strategies to support smooth wealth transfers while preserving your family’s legacy for future generations.
Serving High-Net-Worth Clients Since 1981
Oxford Financial Group, Ltd.™ has $30 billion in assets under advisement (including assets under management)* and serves over 700 significant families and discerning institutions.** Our clients’ continued trust in our firm and services reflect our dedication to providing what we believe to be superior wealth management, financial advisory and family office services.
*As of 12.31.2022 **As of 01.01.2024
Oxford provides dedicated, personalized support tailored to your family’s needs. You work with two Managing Directors who are Partners of the firm to oversee every aspect of your financial strategy.
At Oxford, we believe that personalized service is critical to effective wealth management. Our Managing Directors orchestrate the work of Family Office specialists across diverse areas such as taxation, insurance, estate planning, philanthropy and asset protection, providing a tailored experience that aligns with each client’s unique objectives.
Oxford’s team of professionals with proven experience and in-depth knowledge in fields relevant to wealth management and legacy planning. This multidisciplinary approach allows us to address complex financial needs and manage all aspects of our clients’ wealth transfer, legacy preservation and long-term financial planning.
Oxford is one of the largest independent wealth management firms in the country. We are fee-only, which means we do not sell products, receive commissions, or have revenue-sharing arrangements with third parties. This ensures our guidance is solely focused on serving our clients’ best interests.
Our Cincinnati family office is focused on achieving your financial goals and securing your family’s future. We develop and implement results-oriented strategies, focusing on achieving measurable outcomes that align with our clients’ financial goals. By employing a disciplined and strategic approach to wealth management, we strive to deliver exceptional
value and exceed our clients’ expectations.
Family office services help families with significant wealth manage their financial, legal and personal affairs cohesively and strategically. These services are especially valuable for coordinating complex wealth management tasks, preserving assets and planning for smooth wealth transfer across generations.
Yes, estate management is part of Oxford’s Family Office Services services. We assist with drafting wills, trust administration, arranging charitable bequests and strategic succession planning to help families transition wealth efficiently and in accordance with their wishes. These services are designed to provide clarity and ensure that wealth aligns with both financial and philanthropic objectives.
Confidentiality and privacy are fundamental to our approach. We implement strict security measures and follow best practices to protect sensitive personal and financial information. Our team is committed to handling all interactions with the highest level of professionalism and discretion.
Our fee-only structure reinforces our commitment to objective counsel. Oxford does not sell products, receive commissions or enter revenue-sharing arrangements with third parties. This independence assures our clients that our advice purely focuses on what is best for them and their financial aspirations.
221 East Fourth Street, Suite 2305, Cincinnati, Ohio 45202
Call us now at 513.246.0800 or toll-free at 800-722-289.
View Part 2 of Oxford’s current Form ADV.
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