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Oxford Financial Group, LTD


Oxford Financial Group, LTD


Expert Teams

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.