In our 2024 Annual Report, we highlight the core beliefs and aspirations that drive us and inspire us each and every day.
View past editions of Oxford’s Annual Report:
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 43 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.
In our 2024 Annual Report, we highlight the core beliefs and aspirations that drive us and inspire us each and every day.
View Part 2 of Oxford’s current Form ADV.
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