H. Tyler Rosser, JD, CFP®

H. Tyler Rosser, JD, CFP^®

Managing Director

“I believe that the foundation of any successful and long‐lasting relationship is built on authenticity, integrity and trust. I continuously strive to provide the highest level of unbiased advice and impeccable client service to all of our clients; this allows a relationship built on trust to develop and ultimately empowers our clients to achieve their financial goals across multiple generations.”

About Tyler Rosser, JD, CFP^®

Tyler Rosser is a Managing Director with Oxford Financial Group, Ltd. In this role, Tyler provides highly customized financial planning solutions and Family Office Services to multigenerational families of significant worth, business owners and executives. Tyler works closely with clients to create and implement sophisticated and comprehensive financial, estate, trust and tax strategies that allow for the preservation and enhancement of wealth.

Drawing upon his prior experience as an attorney practicing in the areas of trust and estate planning and administration, real estate transactions and taxation, Tyler brings a unique ability to understand and optimize the legal components of a client’s wealth transfer strategy alongside the financial aspects. Tyler began his career with Oxford as a member of Oxford’s Family Office Services team where he served as a technical resource and subject matter expert on estate and wealth strategy for Oxford’s ultra‐high‐net‐worth families.

Prior to joining Oxford, Tyler was an attorney and Associate Director on the capital markets team at Scannell Properties, a large industrial real estate developer in the United States, where he transacted over $1.0 billion of real estate dispositions. Prior to his time at Scannell Properties, Tyler was in private practice as an attorney serving clients throughout central Indiana.

Tyler received his Bachelor of Science degree in finance and real estate from the Indiana University Kelley School of Business. He subsequently earned his Juris Doctor from Indiana University’s Robert H. McKinney School of Law, where he graduated summa cum laude. Tyler is a CERTIFIED FINANCIAL PLANNER™ professional and maintains an active license to practice law in the State of Indiana.

Tyler and his wife, Maryl, live in a northern suburb of Indianapolis and enjoy spending time with family and friends, traveling, trying new restaurants and spending time outdoors. Tyler is also an avid runner and enjoys participating in the One America 500 Festival Mini‐Marathon held in Indianapolis each year during the month of May.