Financial planning isn’t just about numbers. It’s about helping your family build a lasting legacy. For over 44 years, we’ve been a trusted name in private wealth management. We provide multigenerational estate planning and forward-thinking investment strategies. Whether you’re an individual, a family or an institution, our mission is to help secure your financial future with techniques that adapt to life’s changes.
At Oxford Financial Group, Ltd., we blend deep local knowledge with a broad understanding of global financial trends to offer thoughtful, well-rounded guidance. As your fiduciary, we’re dedicated to putting your best interests first, providing advice that’s not only impartial but tailored to what truly matters to you.
When you work with us, you gain more than financial expertise — you gain a partner who is here to help simplify complex decisions and support.
Solutions Designed to Support Your Peace of Mind
Oxford Financial Group, Ltd. takes the time to understand the details of your financial situation, aspirations and comfort with risk. From there, your Managing Director in Atlanta will craft a tailored strategy that grows and evolves alongside you. Through proactive management and open communication, we help ensure your plan stays aligned with what matters most to you.
For over four decades, we’ve been guiding clients through the complexities of financial planning. Our experienced team combines deep industry knowledge with innovative thinking to offer solutions. We’re here to help you with your financial journey so you can make critical decisions with confidence.
We provide a wide range of services to address every aspect of your financial life. Whether you need family office services, trust administration or investment consulting, our team will strive to fully support your financial objectives. With Oxford Financial Group, Ltd., you can access things you need to help protect and grow your wealth.
We see our relationship with you as a true partnership. We’re here to offer advice and offer guidance throughout the process – developing strategies and tracking progress to support your goals. Our commitment to building long-term relationships means we’re focused on exceeding your expectations and helping you achieve your financial dreams.
Expertise Committed to Your Growth
Oxford Financial Group, Ltd. provides family office services in Atlanta that are tailored to your unique needs. Our highly educated professionals offer advice whether you need estate planning or asset protection. Our meticulous approach is designed to help ensure your financial well-being is expertly managed.
You’ve worked hard for your success, and we’re here to help you enjoy it without worrying about daily financial tasks. Aside from being a fiduciary financial advisor in Atlanta, our team also handles bill payments, expense tracking and document organization.
Our clients work directly with our senior investment team for a results-driven experience. As an independent financial advisor, we offer qualified families access to innovative private market opportunities. Our approach helps ensure your wealth is managed with precision and tailored to your goals.
Institutional finance demands specialized knowledge and a strategic approach. Our fee-only consulting services in Atlanta assist organizations in managing their financial responsibilities. Our experienced team can help with investment management and strategic planning.
Oxford Financial Group, Ltd. offers solutions designed to help protect your wealth for future generations. The Trust Company of Oxford delivers personalized trustee services with integrity and transparency. Our focused stewardship ensures your trusts are managed in line with your goals and priorities.
We offer private wealth management in Atlanta. We are an independent financial advisor focused on your ambitions. We work to grow and protect your portfolio with a fiduciary responsibility that prioritizes your best interests.
Personalized Plans from Independent Experts
Oxford Financial Group, Ltd. is proud to be recognized as one of the top Registered Investment Advisors (RIA) in the industry. We oversee over $35 billion in assets under advisement (which includes assets under management)*. We strive to provide exceptional financial advisory and private wealth management services in Atlanta.
*As of 12.31.2023
We understand the importance of protecting your personal information. At Oxford Financial Group, Ltd., we prioritize your privacy and security. That’s why we use advanced encryption technology, secure firewalls and cybersecurity standards to help safeguard your data from potential threats.
As a fee-only financial advisor in Atlanta, we offer guidance on private wealth management. Whether you need to manage your investments or plan your retirement, we work to tailor our advice to what works best for you.
Your satisfaction is at the core of everything we do. We strive to build lasting relationships based on trust and transparency. We work hard to understand your unique needs, goals and risk preferences to create customized strategies that adapt as your financial journey evolves.
Transparency and accountability are key to our approach. That’s why we provide detailed reports that outline your portfolio’s performance, strategies and future projections. With these updates, you can stay informed and confident about the progress of your investments.
Our team consists of seasoned professionals dedicated to helping families reach their financial objectives. With expertise and a forward-thinking approach, we provide investment solutions designed to protect your wealth for generations.
Oxford provides a wide range of tailored wealth management and financial advisory services to meet the unique needs of our clients. These include investment management, estate planning, tax optimization, trust administration and retirement planning in Atlanta.
Our services cater to diverse clients, including individuals, families, business owners and high-net-worth individuals in Atlanta and beyond. Whether you require family office services in Atlanta or are preparing for retirement, our advisors collaborate with you to create a customized plan to help secure your financial future.
We take a disciplined, research-driven approach to investment management. We build well-diversified portfolios that aim to optimize returns while minimizing risk. Our fee-only financial advisor in Atlanta will work closely with you to understand your risk tolerance, financial goals and time horizon.
Trust administration involves managing and executing the terms of a trust according to the trust document. This service ensures assets are distributed as intended by the trustor, reduces tax liabilities, and provides financial security for beneficiaries. For expert trust administration near me, Oxford Financial Group, Ltd. helps preserve your legacy.
Schedule a complimentary consultation with one of our experienced financial advisors. During this meeting, we’ll discuss your financial goals, current situation and any specific concerns. From there, we’ll create a personalized plan to help you achieve your objectives.
One Buckhead Plaza, 3060 Peachtree Road NW, Suite 470, Atlanta, Georgia 30305
Call us now at 470.994.1250 or toll-free at 800-722-289.
View Part 2 of Oxford’s current Form ADV.
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