Managing significant wealth requires making complex decisions. Growing and preserving it for future generations, mitigating risks and aligning financial strategies with long-term goals are just some of the many aspects of wealth management that an individual or institution must consider.
Oxford Financial Group, Ltd.™ provides support and guidance as you navigate these challenges and make crucial decisions that impact your financial future and your family’s legacy. Our firm offers a personalized approach to private wealth management that Cincinnati families and organizations can rely on.
We are proud to work closely with high-net-worth individuals, families, foundations, endowments, and select institutions, offering personalized solutions to help you achieve your unique financial goals. Whether you’re focused on growing your investments, preserving your legacy, or retirement planning in Cincinnati, our dedicated team is here to support you every step of the way.
Call 800-722-2289 or submit a request to explore how we can support your financial journey.
Wealth Management Solutions Geared Toward Your Goals
Every client has a unique financial situation, aspirations and challenges. For this reason, we tailor our approach according to your needs and requirements. Our team develops actionable strategies that align with your goals and priorities. Whether the priority is retirement planning, wealth growth or tax efficiency, Cincinnati clients can rely on us for customized solutions.
As an independent personal financial advisor in Cincinnati, OH, Oxford provides advice free from outside influences. We have no affiliations with banks, brokers, or third-party vendors. Our independence allows us to offer objective recommendations solely with your best interests in mind.
Our size and scale allow us to offer qualified clients opportunities to invest in innovative private market investments. These broaden the range of investment options available to you. By incorporating these into your portfolio, we work to help you create diversified and resilient financial plans that align with your aspirations for growth and stability.
We leverage proprietary tools to address complex financial needs, including TOFF.HD® for trust optimization, Bespoke Generational Solutions for multigenerational planning and Swindon Transition Counsel® for business transitions. These solutions are designed to help families and institutions simplify decisions, protect assets and support long-term goals.
Comprehensive Private Wealth Management in Cincinnati
Oxford Financial Group, Ltd.™ offers a full suite of services to meet your needs. Our experienced team is ready to support you with personalized strategies encompassing all aspects of wealth management.
Managing substantial wealth can be daunting, but our family office services in Cincinnati simplify the process. We offer a holistic approach that combines financial planning, investment management and lifestyle coordination. You can trust us to help you confidently navigate the complexities of wealth management.
Bespoke Generational Solutions help families navigate wealth transfer through detailed analysis and strategic planning. Using tools like the Oxford Financial Statement, we assist with risk mitigation, optimize estate plans and align strategies with family goals to help preserve the legacy you envision for future generations.
As a fee-only financial advisor in Cincinnati, we offer transparent and objective investment advice. Our dedicated team of investment professionals conducts thorough research to provide personalized strategies aimed to optimize your portfolio while managing risk.
We provide institutional consulting services to select foundations, endowments and other organizations. Our offerings include customized investment management, governance support and fiduciary oversight, all designed to align with your organization’s mission and objectives.
Private Family Services of Oxford® provides personalized and confidential financial and administrative support tailored to meet the unique needs of affluent families. As part of our private family office services in Cincinnati, we manage tasks such as bill payments, bookkeeping and financial reporting. We serve as a trusted partner, overseeing day-to-day financial responsibilities while maintaining the highest level of discretion.
Guiding You as You Plan for the Future
Oxford Financial Group, Ltd.™ has been ranked in the InvestmentNews 2025 Top Independent High-Net Worth Advisors list. Oxford is one of the largest independent RIA firms in the country with oversight of more than $35 billion in assets under advisement* (which includes assets under management). Oxford has 25 Managing Directors in seven market offices who serve family and institutional clients across the country, with offices in Atlanta, Chicago, Cincinnati, Grand Rapids, Indianapolis, Minneapolis and Palm Beach.**
We are dedicated to providing a personalized experience for each client. We take the time to understand your circumstances and goals. This personalized approach allows us to develop strategies that focus on your priorities, address your needs, and help you stay on track with your financial aspirations.
Oxford is one of the largest independent RIA firms in the country with oversight of more than $35 billion in assets under advisement* (which includes assets under management). Our focus on multigenerational planning and innovative investment strategies helps make us a reliable partner in private wealth management in Cincinnati.
*As of 12.31.2023 **As of 12.31.2024
Our team is composed of qualified professionals, including Certified Financial Planners™ (CFP®s) and Chartered Financial Analysts (CFAs). With 25 Managing Directors across seven market offices, we serve clients across the country, providing guidance and support you can trust.
*As of 12.31.2024
At Oxford, we are truly dedicated to helping our clients achieve results. We prioritize measurable outcomes and continuous improvement. For this reason, we actively work to ensure you receive quality counsel as well as the highest level of service and support.
As a fee-only financial advisor for Cincinnati clients, we are committed to delivering transparent guidance. Without affiliations to banks, brokers or third-party vendors, our recommendations are shaped solely by your goals and priorities. This independence helps ensure that every financial strategy we develop is focused on achieving what matters most to you.
Oxford Financial Group, Ltd.™ is a fiduciary financial advisor that Cincinnati families and organizations can rely on for advice. We are a fee-only financial advisor in Cincinnati. This helps give our clients confidence that our sole commitment is to their best interests.
Our approach to private wealth management in Cincinnati is entirely personalized. We start by understanding your specific financial situation, goals and risk tolerance. From there, we design a comprehensive strategy that addresses your needs, from investment management to estate and retirement planning.
We work with you to develop a customized plan that aligns with your retirement goals, considering factors such as income needs, risk tolerance and investment strategies. Our objective is to help you achieve a secure and fulfilling retirement. We provide actionable strategies, including income planning, portfolio management and tax optimization. Our approach to retirement planning in Cincinnati supports your vision for financial security.
Choosing an independent financial advisor like Oxford provides peace of mind, knowing your financial strategy is created without conflicts of interest. Our independence means we’re not tied to any financial products or third parties, allowing us to offer advice that prioritizes your financial well-being.
Yes, Oxford can assist with philanthropy and charitable giving strategies as part of our comprehensive wealth management services. We work with you to develop personalized plans that align with your philanthropic goals, maximizing the impact of your charitable contributions while optimizing tax benefits and supporting the causes you care about.
Private Family Services of Oxford® provides clients with access to a dedicated team of CPAs and MBAs as well as other experienced accounting and administrative professionals. Each client is matched with the appropriate team member who works closely with their Managing Director and Client Service team.
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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