About James R. Wright, CFP®, CMFC®
James Wright is a Wealth Advisor at Oxford Financial Group, Ltd. With more than 20 years of experience in the financial services industry, James seeks to maintain, deepen and expand relationships with the existing clients and multi-generational families he serves. His responsibilities include all aspects of the financial planning process, including cash flow management, investment management and tax and estate planning.
James originally joined Oxford in 2014 as a Client Service Manager. Along his path of career advancement, James was promoted on multiple occasions, first to the role of Client Relationship Strategist, then to Senior Relationship Manager and on to Client Service Supervisor.
In his prior position as Client Service Supervisor, James oversaw Oxford’s team of Relationship Managers, serving as a technical resource to ensure the seamless coordination and implementation of the financial needs and goals of Oxford’s clients.
Prior to joining Oxford, James was a financial planner for a fee-only financial planning and investment management firm where he worked closely with high-net-worth clients in all aspects of financial planning and wealth management.
James holds a Certified Financial Planner™ designation as well as a Chartered Mutual Fund Counselor℠ (CMFC®) designation.
James earned a Bachelor of Science degree in Finance with a concentration in Financial Planning and minor in Insurance from Ball State University.
James and his wife live in north Indianapolis with their two sons. They enjoy sports, spending time with family and being outdoors.
