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.

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.

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 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.