Oxford Financial Group, Ltd. is pleased to announce that Managing Director Charles R. Carter, CFP®, CEPA has been named a finalist for Advisor of the Year (Midwest region) in the 2026 InvestmentNews Awards.
The InvestmentNews Awards recognize professionals and firms who exemplify high standards in wealth management, honoring those whose resilience, integrity and dedication are reshaping the future of the industry. Being named a finalist is a distinction reserved for advisors whose work stands apart at a national level.
Charles has spent more than 20 years advising entrepreneurs, wealth creators and multigenerational families through some of the most consequential transitions of their financial lives: business exits, succession planning, estate strategy and the evolution of family governance. He is known for his ability to bring clarity and long-term perspective to complexity, coordinating across legal, tax and investment advisors to help ensure that strategies are not only sound but precisely executed.
As a Managing Director at Oxford, Charles works within the firm’s family office model, integrating estate planning, tax strategy, investment management and generational decision-making into a single cohesive framework. His approach is relational and deeply client-specific, grounded in a genuine understanding of each family’s values, priorities and vision for what comes next.
This recognition is a reflection of the standard Charles holds himself to and the standard Oxford is built on. We congratulate him on this well-deserved honor.
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. Finalist for the InvestmentNewsAwards are chosen through open nominations and a diverse and unbiased judging panel of experts. Oxford nor its employees paid to participate or be included in the rankings. The 2026 InvestmentNews Awards will be held later this year. View important disclosures and disclaimers at https://ofgltd.com/home/disclaimers/ OFG-2604-20
