Oxford Financial Group, Ltd.™ is here to help your family achieve its financial goals. We offer family office services to simplify the management of your wealth so you can focus on your family and the future you’re building.
We understand that managing substantial wealth comes with unique challenges. This is why our experienced and highly educated team is here to guide you every step of the way. Oxford’s Family Office Services offers the peace of mind that comes from centralizing your financial and administrative tasks under one roof. We work with you so you can enjoy your success and focus on what matters.
Let’s start building your family’s financial future today. Call us at 800.722.2289 or submit a request for information online. An Oxford Partner will be happy to connect with you.
Unbiased Strategies From Expert Advisors
Every family is unique, so we take a highly personalized approach to managing your wealth. We’re here to listen, understand and craft strategies that reflect not just your financial goals but also your family’s values. Our advisors provide personal attention and thoughtful guidance every step of the way.
With over 43 years of experience, we’ve had the privilege of helping families navigate changing markets and economic cycles. This deep history gives us the insight and expertise needed to guide you with confidence. We’ve built a legacy of trust, positioning ourselves as a reliable partner in your financial journey.
Our all-encompassing solutions aim to simplify your life and take the stress out of wealth management. From investment management and estate planning to tax optimization, we combine everything under one roof. This holistic approach helps ensure that every part of your financial portfolio is seamlessly managed with precision.
We believe in building lasting relationships with our clients. At Oxford Financial Group, Ltd., we’re not just here to offer advice. We’re here to work alongside your family, adapt to your evolving needs and support your long-term goals. Together, we’ll build a partnership rooted in trust, connection and a shared commitment to your family’s success.
Transparent Solutions That Deliver Objective Results
TOFF.HD® is our premier service for helping families create meaningful and lasting legacies. We understand how important it is for your wealth to support your family and support your legacy. Our seasoned experts will listen to your family’s goals and priorities to provide the guidance needed to help you achieve those goals.
The Swindon Transition Counsel® is specifically designed for business owners planning an orderly, financially sound and tax-efficient transition of ownership of their business. At Oxford Financial Group, Ltd., we are committed to achieving positive outcomes for the business owners we serve. Our goal is to help ensure your transition is successful and aligns with your goals.
At Oxford Financial Group, Ltd., transparency and fairness are at the heart of our approach. Our professional fees are clear and upfront. This reflects our goal of providing exceptionalvalue and service, allowing you to plan for the future with confidence and trust.
Our Family Office Fellows are a group of seasoned professionals and advisors focused full-time on family office services. Working with your Managing Director, they strive to understand your unique needs and objectives to provide the insights you need to grow and preserve your wealth.
For families with diverse holdings and multiple investment advisor relationships, our M25 Counsel offers comprehensive oversight. M25 Counsel provides a unified view of your entire multigenerational portfolio, extending beyond the assets we directly manage.
Bespoke Generational Solutions® is our custom-tailored service focused on preserving and growing wealth across generations. We collaborate with your family to craft strategies that reflect your aspirations. We aim to protect your legacy and secure a strong financial foundation for your loved ones.
Your Trusted Stewards for Generational Success
Oxford Financial Group, Ltd. is proud to be one of the nation’s largest independent Registered Investment Advisor (RIA) firms. We oversee over $30 billion in assets under advisement* (including assets under management).
*As of 12.31.2022Client-
Oxford Financial Group, Ltd. prioritizes your family’s financial well-being. Our client-centric philosophy means we always act in your best interest. We aim to build long-lasting relationships based on trust, integrity and exceptional service.
Oxford Financial Group, Ltd. leverages state-of-the-art technology to provide you with real-time financial insights. Advanced platforms allow seamless monitoring and reporting. With these tools, you can access detailed performance metrics at your fingertips.
We take pride in integrating all aspects of your financial life. This comprehensive solution helps ensure that every financial decision you make is aligned with your overall strategic goals. From investment management to estate planning to philanthropic support, we cover all bases to provide a seamless experience.
Oxford Financial Group, Ltd. is made up of experienced professionals who bring expertise and a commitment to helping families achieve their financial goals. We believe our team’s depth of knowledge helps our clients benefit from forward-thinking investment solutions that preserve their wealth.
Our services are customized to meet the unique needs and goals of each family we serve. Through in-depth consultations and ongoing reviews, we continually adapt our strategies as your circumstances evolve. Whether you’re adjusting your investment portfolio or developing new philanthropic endeavors, we strive to provide services that will grow with you.
Oxford Financial Group, Ltd. boasts a team of seasoned professionals with decades of experience. Our expertise in tax strategies, investment management and estate planning helps ensure you receive the thoughtful advice and personalized financial solutions you need.
Yes, we specialize in facilitating smooth and tax-efficient wealth transitions across generations. Our team collaborates closely with legal advisors, so your succession plan protects your family’s legacy.
Absolutely. Our expertise and services extend to clients nationwide. We employ technology and strategic partnerships to ensure seamless service, regardless of location.
At Oxford Financial Group, Ltd., confidentiality and privacy are paramount. We employ stringent security measures and protocols to safeguard your financial information and ensure that your personal and financial data remain confidential.
Simply contact us via our contact page to begin. We’ll schedule an initial consultation between you and a Partner of the firm to discuss your needs and goals and how we can best serve your family’s financial interests.
11711 North Meridian Street, Suite 600, Carmel, Indiana 46032
Call us now at 317.843.5678 or toll-free at 800-722-289.
View Part 2 of Oxford’s current Form ADV.
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