Oxford Financial Group, Ltd. is pleased to announce that the firm has been named a finalist in two categories of the 2026 ThinkAdvisor Luminaries Awards: Thought Leadership and Education and Product or Service Innovation. Oxford Managing Director, H. Tyler Rosser, has also been named a Next-Gen Rising Star finalist in both the Financial Advisory and Asset Management Firms and UHNW Wealth Management/Family Offices categories.
The ThinkAdvisor Luminaries recognize firms and individuals across the wealth management industry whose work represents a meaningful standard of excellence. Being named a finalist across four categories reflects the depth of commitment Oxford brings to both client service and the broader practice of financial advice.
The firm-level recognition speaks to two distinct areas of Oxford’s work. The Thought Leadership and Education nomination reflects Oxford’s focus on building and delivering substantive content across disciplines — helping clients, COIs and the broader financial community engage more deeply with the issues that matter most to significant families. The Product or Service Innovation nomination highlights Oxford’s Integrated Estate Planning Service Model, which standardizes family office-level planning across the firm’s entire UHNW client base through a dual Managing Director structure, dedicated technical planning professionals and a coordinated network of vetted attorneys, CPAs and specialists.
Tyler’s individual recognition reflects the standard he brings to the families he serves. As a Managing Director at Oxford, Tyler works within the firm’s family office model, integrating investment management, estate strategy and multigenerational planning into a cohesive framework built around each family’s specific goals and values.
We congratulate Tyler and the Oxford team on this recognition. See the full 2026 finalist list.
2026 ThinkAdvisor Luminaries finalists are chosen through open nominations submitted between April 20 and July 7, 2026, and evaluated by a panel of independent judges made up of distinguished industry professionals during August 2026. Finalists were announced on August 26th. Neither Oxford nor its employees paid to participate or be included in the recognition.
Oxford Financial Group, Ltd. (“Oxford”) is a Registered Investment Advisor (“RIA”) with the U.S. Securities and Exchange Commission (“SEC”) and is headquartered in Carmel, Indiana. Registration with the SEC does not imply a certain level of skill or training. Additional information about Oxford, including our Form ADV and Privacy Policy, is available upon request by calling 800.722.2289 or emailing info@ofgltd.com. The content of this communication is intended for educational and illustrative purposes only. It should not be construed as investment, tax or legal advice, nor as a recommendation or offer to buy or sell any security or investment product. Tax and legal counsel should be engaged before taking any action. This material has been prepared using original sources believed to be reliable, but no representation is made as to its accuracy or completeness. The views expressed are those of Oxford as of the date of this communication and are subject to change based on market, regulatory or economic conditions, which may not occur as anticipated. View important disclosures and disclaimers at https://ofgltd.com/home/disclaimers/ OFG-2608-37