Oxford Financial Group, Ltd.™ is an independent financial advisor. We assist high-net-worth families and institutions in protecting their wealth through our tailored wealth management in Palm Beach, providing Bespoke Generational Solutions, Aspirational Solutions, Diversifier Strategies and more. Since 1981, we have helped many Palm Beach families and institutions navigate their complex assets and diverse portfolios.
As your independent, fee-only financial advisor, we provide thoughtful counsel to family and institutional clients in Palm Beach and across the country. Contact Oxford to discuss wealth management in Palm Beach, FL.
Wealth Management Solutions Aligned With Your Goals
At Oxford Financial Group, Ltd., we understand that each individual, family, or institution has unique financial goals. We provide bespoke wealth management solutions primed for your financial goals. Experience the difference of customized wealth management that aligns with your values and aspirations.
Oxford provides tailored wealth management solutions for high-net-worth clients. We craft portfolios aligned with your financial goals using advanced technology and expert insights. As a fee-only advisor, our wealth management firm in Palm Beach strives to maintain transparency and provide personalized, objective advice.
Oxford Financial Group, Ltd. consistently strives to exceed its clients’ expectations. Communication is the foundation of a strong partnership; Oxford has built strong client relationships with those who rely on us to prioritize their best interests.
Oxford consistently strives to secure its legacy for future generations. Our legacy planning services focus on efficient wealth transfer that is aligned with your wishes, including charitable goals. By crafting comprehensive estate plans, working to minimize tax liabilities and preserve family harmony, we help facilitate a seamless transition of assets.
Professionally-Designed Strategies Tailored for Growth and Success
Preserve your wealth for the next generation and manage your family’s complex financial needs. Your Oxford Managing Director will coordinate family office specialists to address your family’s needs. This ensures comprehensive, objective guidance tailored to your financial goals. Navigate the complexities of substantial wealth, protect your assets and preserve your legacy.
Collaborate with the Partners of Oxford Financial Group, Ltd. for personalized, outcome-focused investment solutions. We guide you through tailored strategies that align with your risk tolerance and financial objectives. Our scale offers qualified families access to innovative private market investments through our Aspirational strategy, while our Diversifier Strategies provide the potential for enhanced returns and diversification benefits.
Oxford Financial Group, Ltd. provides expert solutions for endowments, foundations and retirement planning in Palm Beach. We work closely with your organization to create and implement a customized investment strategy that aligns with your mission and long-term objectives. Our specialized service teams, co-fiduciary models and comprehensive plan investments help ensure strong financial health and compliance.
The Trust Company of Oxford™ is a trusted local resource for trust administration in Palm Beach, providing fiduciary services to safeguard your family’s assets. We work closely with you to develop tailored solutions that preserve your wealth and ensure efficient asset transfer, delivering personalized service and expert estate planning guidance.
Benefit from a professional and confidential financial and administrative support system functioning as an extension of your family office. Our team of CPAs, MBAs and seasoned professionals is matched to your specific financial tasks and long-term strategic planning tasks, collaborating with your Managing Director and Client Service team to deliver the exceptional service clients expect from us.
Partner with Us to Help Grow Your Wealth
Oxford Financial Group, Ltd. is among the nation’s largest independent Registered Investment Advisor (RIA) firms, overseeing over $35 billion in assets under advisement* (including assets under management).
*As of 12.31.2023
At Oxford, our commitment to your financial goals means that your best interests are at the forefront of our decisions. As your independent fee-only financial advisor in Palm Beach, our recommendations are based on independent choices with your best interests in mind.
Oxford offers exceptional knowledge and expertise. Our team of highly credentialed professionals, including CFPs®, CFAs® and CPAs, provide innovative bespoke solutions and personalized guidance tailored to your unique financial needs and goals.
At Oxford Financial Group, Ltd., we value long-term relationships, treating each client as a unique partnership. Our client-centric approach emphasizes active listening, responsive communication and proactive planning. Our Partners work closely with you to understand your needs, ensuring your financial strategies align with your values.
The Oxford Investment Fellows®, a highly credentialed professional team, brings exceptional knowledge and insight to uncover and capitalize on promising investment opportunities. With exclusive access to Aspirational Investment partnerships and a competitive fee structure, our clients gain the advantages of Oxford’s scale, experience and expertise.
With over 44 years of experience, Oxford Financial Group, Ltd. has a trusted history of delivering exceptional results. Our dedication to excellence is evident in the lasting success and satisfaction of the individuals and families we proudly serve. Our comprehensive solutions are designed to address your needs.
Wealth management combines financial planning, investment management and other financial services to address the complex needs of those who want to grow or preserve their wealth. Individuals, families and businesses with substantial net worth can benefit from sophisticated financial planning and investment strategies. Wealth management services help professionals manage their wealth effectively and achieve long-term financial goals.
Oxford Financial Group, Ltd. is a privately held, independent, fee-only financial advisor with a location in Palm Beach. We prioritize your best interests, avoiding product sales, commissions, or partnerships that may result in conflicts of interest. We work to deliver trusted, objective and client-focused financial solutions.
At Oxford Financial Group, Ltd., our role as a financial advisor helps ensure your needs come first. We are transparent with our clients and do not earn compensation from third parties through commissions or referral fees. This ensures our independence from other parties and minimizes conflicts of interest when providing advice or managing our client’s wealth and investments.
Financial planning focuses on creating a roadmap to achieve your unique financial goals. On the other hand, wealth management covers investments, estate planning and tax strategies, providing a more holistic approach to managing wealth.
Contact us 561.834.4050 or submit an online inquiry to discuss your financial needs and learn how Oxford can provide tailored solutions. Trust that our conversations are secure and confidential.
231 Royal Palm Way, Suite 301, Palm Beach, Florida 33480
Call us now at 561.834.4050 or toll-free at 800-722-289.
View Part 2 of Oxford’s current Form ADV.
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