Owners working with owners, families and discerning institutions® for more than 45 years.
At Oxford, we believe our independence and private ownership enhance our ability to provide you with unbiased and objective advice—putting you, our clients, at the heart of our business.
For over 45 years, Oxford has provided independent financial and wealth management advice through personalized service and expert financial counseling to high-net-worth families and select institutions.
Oxford is committed to respecting the individual privacy of our clients.
Oxford attracts talented and experienced professionals who are dedicated to providing excellent client service.
Oxford’s 2025 Annual Report highlights our core values: our commitment to clients, our dedication to independence and our focus on innovation.
We are just over one week removed from Election Day and while final vote totals of the 2024 election are still being tabulated, unlike in
by: Chris McGraw, JD, LL.M., Senior Wealth Strategist IntroductionHigh divorce rates and a general concern about preserving wealth across generations can make prenuptial planning a
by: Susan Hagley, MST Senior Wealth Strategist The cost of education is notoriously high, leaving some families wondering about the best strategy to save for
“All failure is failure to adapt, all success is successful adaptation.” – Max McKeown, Adaptability: The Art of Winning in an Age of Uncertainty. This
“Good fortune is what happens when opportunity meets with planning.” – Thomas Edison Congratulations…To the well-guided, well-informed and well-planned families who have utilized their full lifetime
Your SLAT is not a ‘Fund and Done.’ Read on to learn the many ways you can transact business with your new family trust1. Several
