About Julia S. Weaver, JD, LL.M.
Julia Weaver is a Managing Director and Family Office Fellow for Oxford Financial Group, Ltd. She brings over two decades of experience working with clients and advisors to structure and protect comprehensive estate and business succession plans.
Prior to joining Oxford in 2015, Julia practiced law in the area of wealth transfer and business succession planning. She also served as a Senior Wealth Strategist covering a seven-state area where she oversaw wealth strategy, business succession planning and charitable planning for affluent families.
Julia earned her Doctor of Jurisprudence from Indiana University’s Robert H. McKinney School of Law in 1994 and Master of Laws in Taxation cum laude in 2017 from the University Of Alabama School of Law. She has lectured extensively on estate planning and exit planning strategies to both professional and client audiences.
Julia is a member of the Indianapolis Bar Association Estate Planning and Administration Section and Indiana State Bar Association. She is also a member of the Estate Planning Council of Indianapolis, the Professional Advisor Leadership Council (PALC) for the Central Indiana Community Foundation and the Planned Giving Committee for the Indianapolis Zoo.
Julia previously served as the Chair of the Indianapolis Bar Association Estate Planning and Administration Section (2015) as well as the Chair of the Low Asset Will Program and the Pro Bono Standing Committee for the Indianapolis Bar Association. In addition, Julia was formerly a board member for the Leukemia and Lymphoma Society of Indiana and Key Club Chairperson in the banking industry for the United Way of Central Indiana.
Julia lives with her family on Morse Reservoir in Noblesville, Indiana, and enjoys water sports, running and traveling.
