Independence
Oxford is truly a fee-only financial advisor—we do not sell products and we do not receive any commissions, 12b-1 fees, incentive fees or have any revenue-sharing arrangements with third parties. We do not have any affiliations with banks, investment managers, broker/dealers or administrative service providers. Oxford has no affiliations or financial arrangements with third parties that might distort our objectivity or present conflicts of interest, nor do we sell insurance or other products. Because we do not receive compensation from other sources, our sole commitment is to serve each client’s best interests.
We are committed to the communities and clients we serve and take pride in the independence, objectivity and the thoughtful counsel we offer families and institutions that trust us with their net worth. Our desire is to keep perpetual focus on this great legacy for generations two, three, four and beyond. This commitment to remain independent is unwavering, so you can rest assured future generations will have the same independent counsel you receive.
Results Oriented
A true partnership does not stop at the recommendation. We work diligently with you on implementing those recommendations and regularly monitoring their performance.
Client Satisfaction
Our dedication to providing exceptional service has resulted in enduring client relationships. We are continually working to exceed your expectations.
Expertise
The depth of expertise among our personnel is one of our competitive advantages. Our staff includes teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting. All of this means exceptional counsel to our clients.
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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