|“My family roots are built around education and hospitality, both of which come together perfectly in the Oxford approach to serving our clients—a collaborative process to build and implement investment and planning strategies, and a keen focus on ensuring a wonderful family experience along the way.”|
About zachary s. littleton, MBA
Zach Littleton is a Managing Director with Oxford Financial Group, Ltd. In this role, he serves new and existing Oxford clients and their families implementing unique investment and generational wealth planning strategies.
Prior to joining Oxford, Zach spent nearly fifteen years with J.P. Morgan’s Private Bank in Chicago and West Michigan, where he served the firm’s wealthiest clients across all their banking, investment and generational wealth transfer needs. He brings a deep understanding of business succession planning and executive compensation dynamics. He has also worked with families across generations in aligning investment portfolios to help meet their distinct family and philanthropic goals.
Zach earned a Bachelor of Arts in Finance from Michigan State University. He earned his Masters of Business Administration with a concentration in Finance and Entrepreneurship from The University of Chicago Booth School of Business.
Zach and his wife, Laura, have four children and live in Ada, Michigan. They enjoy golf, skiing and weekends at Horsehead Lake. Zach has a passion for education and has served as a board member and classroom volunteer for Junior Achievement of the Michigan Great Lakes, while Laura has served with the Junior League of Grand Rapids and Thornapple Mothers of Preschoolers (MOPS).