Oxford Financial Group, Ltd.™ elevates wealth management through deep expertise and a commitment to personalized care. For decades, we have served as a trusted financial partner for families in Grand Rapids and beyond, offering services designed to simplify and enrich your financial life.
Your Oxford Managing Director coordinates the efforts of family office specialists across various areas, including taxation, insurance, estate planning, philanthropy, and asset protection. We provide comprehensive financial guidance tailored to your unique goals, delivered by experienced and highly credentialed professionals who are dedicated to understanding your objectives.
Our Single-Family Office Service approach helps you organize and deploy your family’s wealth in a way that best aligns with your long-term vision, allowing you to focus on what matters most. Oxford’s Family Office Service Team works diligently to support your financial well-being and legacy.
At Oxford Financial Group, Ltd., we are committed to helping your family achieve its financial goals and build a lasting legacy for future generations. For more information, please call 800.722.2289 or submit a request to connect with a Partner of the firm.
Fee-Only Professionals Committed to Your Family
With more than four decades of experience in family office advisory services, we bring a depth of expertise that guides our approach. Our seasoned professionals provide insights refined through diverse market cycles, ensuring your family benefits from both innovative solutions and time-tested strategies.
We offer comprehensive support for every aspect of your financial life, from growing your investments to planning for the future. Our integrated approach simplifies complex financial matters, ensuring that all areas of your wealth are managed cohesively, leaving nothing overlooked.
Every family has a unique journey, and our family office services are designed to align with your personal goals and aspirations. We take the time to understand your specific needs, crafting strategies that grow, preserve, and manage your wealth with care and precision.
We are committed to building lasting relationships that go beyond financial transactions. Our family office services foster a long-term partnership based on trust and respect. We support you through every stage and financial milestone, ensuring continuity and dedicated service across generations.
Tailored Solutions for Your Family’s Financial Well-being
Multigenerational families face complex challenges in establishing governance, managing asset access, and planning for the future. TOFF.HD® is our specialized service designed to help you build a financial legacy aligned with your family’s values and priorities, ensuring your wealth is preserved and nurtured for generations.
Transitioning a business is one of the most significant decisions you will make. Swindon Transition Counsel® guides you through every step of the process, helping you explore your options, set achievable goals, and establish a life-after-business plan for your family office in Grand Rapids.
At Oxford Financial Group, Ltd.™, we prioritize transparency through a value-based pricing model. Our professional fees grant you access to a dedicated team committed to delivering the highest quality advice and guidance, ensuring you receive tailored solutions that align with your needs.
The Family Office Fellows team consists of specialists in multigenerational wealth transfer and financial planning, each bringing unique expertise to support your family’s goals. Together, they provide insights and solutions designed to safeguard your legacy and ensure long-term financial success.
Managing a multigenerational portfolio requires a holistic approach that extends beyond the assets directly supervised by Oxford Financial Group, Ltd.™. M25 Counsel provides a unified strategy that integrates all family assets, ensuring alignment with your long-term financial goals.
Our Bespoke Generational Solutions® offer a comprehensive understanding of your family’s financial landscape. We compile your financial data into the Oxford Financial Statement, allowing for in-depth analysis using our Estate Flow Chart to strategically plan wealth distribution across generations.
Your Trusted Financial Partners — Here to Empower and Support Your Family’s Goals
Oxford Financial Group, Ltd. is one of the largest independent RIA firms in the country, overseeing more than $30 billion in assets under advisement* (which includes assets under management). We believe our size allows us to attract top talent, maintain a deep pool of internal technical resources, and access Aspirational Investment Solutions on behalf of our clients.
*As of 12.31.2022
Our fee-only structure prioritizes transparency, ensuring our guidance remains unbiased and solely focused on your financial well-being. Unlike firms that sell products or partner with third parties, our Grand Rapids family office is dedicated to providing independent advice tailored to your goals. You can trust us to deliver personalized strategies designed to help you achieve your financial aspirations.
At Oxford Financial Group, Ltd.™, we take a comprehensive approach to wealth management, integrating risk assessment, lifestyle planning, and legacy building to enhance your financial well-being. Our holistic strategy ensures that every aspect of your financial life is aligned with your goals.
Our family office solutions encompass every aspect of wealth administration, from investment strategies to tax planning. We provide peace of mind by delivering personalized support through life’s transitions, ensuring solutions tailored to your family’s unique needs.
Our team includes seasoned professionals—investment advisors, tax specialists, and financial planners—who bring extensive expertise to serving your family office in Grand Rapids. This depth of knowledge enables us to provide insightful, effective advisory services.
We uphold the highest ethical standards and security protocols to protect your personal and financial information. Our commitment to privacy empowers you to make decisions with confidence, knowing your data is secure.
Family Office Services are comprehensive wealth management solutions for high-net-worth individuals and families. At Oxford Financial Group, Ltd.™, we provide an integrated suite of services, including financial planning, investment management, tax strategies, estate planning, philanthropy, and concierge services—all designed to streamline and enhance your family’s financial well-being.
Our family office solutions are suitable for families and individuals with substantial assets, typically exceeding $10 million. These services are designed to address the complexities of managing significant wealth, allowing you to focus on your personal and professional life.
Oxford Financial Group, Ltd.™ stands out for its client-centric approach and bespoke solutions tailored to each family’s needs. We combine local expertise with the robust resources of a premier financial group, offering innovative strategies that align with your unique goals and values.
We prioritize your privacy with security protocols and strict confidentiality policies. Our systems are regularly audited and updated to help maintain your security, providing peace of mind as we manage your wealth.
To begin, contact our Grand Rapids office to schedule an initial consultation. In this no-obligation meeting, we’ll discuss your financial goals and outline how our Family Office Services can be tailored to meet your needs. Reach out by phone or via our online contact form to take the first step toward financial peace of mind.
85 Campau Avenue NW, Suite 200, Grand Rapids, Michigan 49503
Call us now at 616.242.0022 or toll-free at 800-722-289.
View Part 2 of Oxford’s current Form ADV.
2024 © Oxford Financial Group, Ltd. All Rights Reserved.