Oxford Financial Group, Ltd. has been named to the inaugural CNBC Elite Advisors list, recognizing 25 of the nation’s leading wealth management firms serving ultra-high-net-worth individuals and family offices. This distinction highlights firms that deliver sophisticated, integrated solutions for affluent clients.
“This recognition reflects what Oxford has been building for more than 45 years,” said Jeffrey H. Thomasson, Chief Executive Officer and Managing Director. “Our clients are significant families and institutions with complex, multigenerational financial lives. They deserve advisors who go well beyond investment management by coordinating across estate planning, tax strategy, family governance and philanthropy. Being named to the inaugural CNBC Elite Advisors list is a meaningful reflection of the work our team does every day for our clients.”
Built for Complexity, Designed for Generations
Oxford’s inclusion underscores the firm’s deep expertise across multigenerational estate planning advice and forward-thinking investment solutions. For more than 45 years, Oxford has been serving affluent families and institutional clients across the country.
View the CNBC Elite Advisors List
The CNBC Elite Advisors list is compiled using data analysis and editorial review conducted by CNBC in partnership with data provider AccuPoint Solutions. CNBC receives no compensation from placing financial advisory firms on its list, and a firm’s appearance on the ranking does not constitute an individual endorsement by CNBC of any firm or advisor. Oxford did not pay a fee for inclusion in the rankings but did purchase rights to reprint and utilize the ranking and logo. 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 presentation 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 the presentation and are subject to change based on market, regulatory or economic conditions, which may not occur as anticipated. For full disclosures and disclaimers, please visit https://ofgltd.com/home/disclaimers. OFG-2606-70.