Atlanta is a vibrant economic powerhouse known for its entrepreneurial spirit and dynamic growth. Whether building wealth, protecting assets, or planning for future generations, securing your financial future requires expert guidance tailored to your unique goals.
Oxford Financial Group, Ltd.™ has served as an investment firm for over four decades. We specialize in understanding your objectives and crafting personalized strategies supporting wealth accumulation, asset protection, and legacy planning.
As seasoned experts in investment advisory services, we are dedicated to providing comprehensive, high-quality guidance that aligns with your vision for the future. Partner with Oxford Financial Group, Ltd.™ and gain the confidence of knowing your financial well-being is in experienced and capable hands.
Delivering Excellence Through Expertise and Personalized Care
Oxford Financial Group, Ltd. offers customized solutions. We align our services with your unique financial goals, risk tolerance, and life circumstances. Our team works closely with you to develop a comprehensive financial plan that reflects your aspirations and provides a clear path toward achieving them.
Over the years, Oxford has navigated various market conditions and economic environments. We believe this extensive experience allows us to offer insights that are not only rooted in deep knowledge but also proven by time. Our clients can benefit from a wealth of expertise, ensuring their portfolios are managed precisely and with foresight.
Financial success requires a well-rounded approach. Our services go beyond traditional investment strategies, encompassing everything from estate planning to tax-efficient investing. We consider all aspects of your financial life to create a cohesive and aligned strategy with your broader goals. Our focus is your financial well-being.
Building wealth is a journey, not a destination. Oxford Financial Group, Ltd. is committed to long-term partnerships with our clients. We believe in ongoing communication and collaboration, ensuring your financial plan evolves as your life and goals change.
Comprehensive Solutions for Every Financial Need
Oxford specializes in various private market solutions. For qualified clients, these solutions are designed to diversify your portfolio and offer the potential for significant returns, all while managing risk through due diligence.
Selecting the right investment managers is crucial to the success of your portfolio. At Oxford Financial Group, Ltd., we conduct rigorous due diligence and in-depth analysis to identify managers who align with our investment philosophy and your financial goals. This thorough process involves in-person research and a detailed examination of each manager’s track record.
The cornerstone of our investment advisory services is our Oxford Investment Fellows, a group of senior investment leaders with a wealth of experience and expertise. With advanced professional certifications, the Oxford Investment Fellows offer their knowledge and insights. They leverage their deep professional networks to provide cutting-edge investment strategies.
As a critical component of our investment advisory services, Mayfair Capital Partners (MCP) specializes in direct private equity investments. MCP acts on behalf of Oxford Financial Group, Ltd. and its clients, making strategic investments in private companies across various sectors. This approach allows our qualified clients to access unique opportunities typically out of reach for individual investors.
Our investment philosophy is committed to managing risk, working to avoid conflicts of interest, and pursuing innovative strategies. Every investment decision is made with your long-term goals in mind. No matter your objectives, we strive to ensure our approach delivers results that are aligned with them.
Transparency is at the core of our business model. At Oxford Financial Group, Ltd., we strive to ensure our advice is aligned with your best interests. We offer a fee-only structure which helps reduce potential conflicts of interest, so you can focus solely on what is best for you.
Setting the Standard in Investment Advisory Services
At Oxford Financial Group, Ltd., we are focused on understanding the financial markets and the unique challenges of wealth management. We work to offer solutions to manage your investments with skill and insight.
Your financial strategy should be as unique as you are. Our tailored approach ensures that every recommendation aligns with your goals and circumstances, giving you a customized plan that reflects your financial journey.
Our fee-only model means that our only incentive is your financial success, fostering a relationship built on trust and clarity. This structure ensures that our guidance is always aligned with your best interests
From investment management to estate planning, we offer a wide range of services to meet all your financial needs under one roof. We believe this holistic approach allows us to address every aspect of your financial life with coordinated and cohesive strategies.
We value the trust our clients place in us and are dedicated to building long-term partnerships that evolve with your changing needs. We believe our commitment to ongoing collaboration ensures that your financial plan adapts to life’s transitions and market shifts.
Oxford Financial Group, Ltd. ranks among the nation’s largest independent Registered Investment Advisor (RIA) firms. We oversee over $30 billion in assets under advisement, including assets under management. Our scale enables us to maintain robust internal technical resources and secure aspirational investment solutions for our qualified clients.
*As of 12.31.2022
Oxford Financial Group, Ltd. serves a diverse clientele, including individuals, families, and institutions. Our clients typically possess significant wealth and seek a highly personalized approach to investment management tailored to their unique financial goals.
We take a holistic approach to understanding your financial objectives, risk tolerance, and life circumstances. Using this comprehensive insight, we craft a customized investment strategy to meet your needs. Your portfolio is regularly reviewed and adjusted to remain aligned with your goals, even as your circumstances evolve.
Our commitment to transparency, personalized service, and long-term relationships sets us apart. Unlike many firms, we maintain a fee-only structure with no affiliations or commissions, ensuring our advice is objective. This client-centric focus has earned us a reputation as a trusted partner for wealth management. So, if you are searching for reliable investment services, reach out to our team.
Risk management is a cornerstone of our investment philosophy. We build diversified portfolios that reflect your risk tolerance and financial objectives, emphasizing balance and resilience. We carefully select investments and actively monitor market conditions to protect your wealth while pursuing long-term growth.
We operate on a transparent, fee-only model, meaning our clients compensate us directly for our services. This approach helps ensure our advice is firmly aligned with your best interests.
One Buckhead Plaza, 3060 Peachtree Road NW, Suite 470, Atlanta, Georgia 30305
Call us now at 470.994.1250 or toll-free at 800-722-289.
View Part 2 of Oxford’s current Form ADV.
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