Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.

Managing Directors >

As an Oxford client, you work with a Managing Director in our firm who is totally committed to your success. Most of our Managing Directors have ten or more years of industry experience and are Certified Financial Planners (CFP®), Chartered Financial Analysts (CFA®), Certified Public Accountants (CPA) or have earned a J.D. or an MBA.

Client Relationship Managers >

Our Client Relationship Managers are a group of highly capable professionals who serve as liaisons between you, your Oxford Managing Director, Oxford Investment Fellows, Family Office Fellows, advisors and support staff. Our Client Relationship Managers are truly devoted to making your life easier.

Family Office Services >

Your Oxford Managing Director orchestrates the work of Family Office specialists in diverse areas such as taxation and insurance, estate planning, philanthropy and asset protection.

The Trust Company of Oxford™ >

Although The Trust Company of Oxford is a separate legal entity, its subsidiary relationship with Oxford Financial Group enables us to align the services offered by the two organizations. Your Managing Director is complemented by the expertise of our Fiduciary Officers.

Investment Management Group >

Oxford employs research developed by a dedicated team of investment professionals to ensure a consistent philosophy, access to unique opportunities and a personalized experience for you.

Senior Leadership >

Our highly qualified management team allows us to professionally manage the business while our Managing Directors focus on providing excellence in client service.

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