Charles Carter is a Managing Director at Oxford Financial Group Ltd., advising families on simplifying complexity, integrating strategy and stewarding multigenerational wealth. He specializes in guiding entrepreneurs, wealth creators and inheritors through key transitions such as business exits, succession planning and the evolution of family governance.
As “family office” becomes an increasingly broad and often misunderstood term, Charles brings focus and clarity, helping families evaluate advisory options to select a model that fits both current and future needs. He delivers integrated planning that weaves together estate planning, tax strategy and generational decision-making into a single framework. Recognized for his ability to organize and align complex moving parts, Charles coordinates across legal, tax and investment advisors to ensure
strategies are thorough and precisely implemented. His approach provides families with clear direction and consistency through changing circumstances and generational transitions.
With more than 20 years of experience, Charles works closely with clients to define long-term goals, align capital with values and develop lasting strategies that aim to support harmony and financial success. Before joining Oxford, he was Vice President at Highland Capital Brokerage, where he partnered with investment, legal, accounting and insurance professionals throughout the Midwest.
Charles is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Exit Planning Advisor and active member of The UHNW Institute. Born in Ohio, he now lives in Indianapolis with his wife and three daughters. He enjoys family travel and is an avid golfer.
