Mission Statement

For over 39 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.

Our client service philosophy is designed to ensure the highest levels of client satisfaction. Our mission statement reflects our belief in private ownership, independence, objectivity and thoughtful counsel for the families and institutions we serve:

  • Oxford will work to provide the highest quality and most comprehensive solutions to help our clients’ achieve their financial goals and objectives.
  • We shall remain an independent, fee-only firm with the continuing objective to be the recognized leader within the wealth advisor and trust services fields.
  • We will adhere to the highest ethical standards in all our endeavors while meeting the professional goals of our associates and creating value for our shareholders.

Our dedication to providing exceptional service has resulted in enduring client relationships. We are continually working to exceed your expectations.

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