Annual Report

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:

The Oxford Advantage

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.

Mission Statement

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.

Fiduciary vs. Suitability

Oxford has always held itself to the “Fiduciary” standard while most banks and brokerage firms simply adhere to what is referred to as the “Suitability“ standard.

Top Ranked RIA

Oxford Financial Group, Ltd.TM has been ranked in several national publications.

Privacy and Security

Oxford is committed to respecting the individual privacy of our clients.

Career Opportunities

Oxford attracts talented and experienced professionals who are dedicated to providing excellent client service. 

Annual Report

In our 2024 Annual Report, we highlight the core beliefs and aspirations that drive us and inspire us each and every day.