|“A relationship built on trust is what I strive for with all of my clients and I am committed to continuously working toward this with the highest level of integrity, accessibility, follow-up and personalized service. Fully understanding what is of utmost importance to my clients and providing unbiased advice to help them achieve it is my ultimate goal.”|
About kristina r. baron, MBA
As Co-Managing Partner and Managing Director at Oxford Financial Group, Ltd., Kristina Baron coordinates cohesive investment and wealth enhancement strategies, focusing primarily on Oxford’s unique Aspirational Solutions and Diversifier Strategies. Additionally, she holds a key leadership role and serves as a member of Oxford’s Board of Directors, the Oxford Executive Council and as Chair of the Oxford Investment Board. Kristina’s high-touch approach, attention to detail and adherence to Oxford’s exceptionally high standards and best practices ensure that clients are confident in the advice and outcomes she and the rest of the team provide.
Due to Kristina’s depth of experience working with Oxford’s investment research team, the Oxford Investment Fellows, she is skilled at educating clients on Oxford’s fully transparent and completely-aligned fee structure. She is well-informed on how Oxford’s size and scale in the industry make it possible for Oxford to access many of the most unique and top-performing investment opportunities available in the industry.
Prior to joining Oxford, Kristina served as a Vice President and Regional Director for Goldman, Sachs & Co. where she was named as one of the Top 10 Regional Directors nationally. There she mentored financial professionals, institutions and ultra-high-net-worth clients on the proper placement of specific Goldman Sachs solutions, including hedge funds, private equity, mutual funds and exchange traded funds (ETFs). She also served as a subject matter expert on their market views, proper asset allocation and risk budgeting. Prior to Goldman, Kristina spent several years at Fidelity Investments. She has dedicated her career to providing the best possible investment strategies, banking solutions and genuine care to her clients.
Kristina earned her bachelor of science degree in financial services management from Johnson & Wales University. She went on to earn a master of business administration (MBA), graduating summa cum laude with concentrations in global finance and global business leadership.
Kristina has the unique ability to provide clients with the peace of mind required to ensure that their legacy will continue for generations to come.