As one of the largest cities in the U.S., Chicago is home to a diverse population and a thriving business community. Whether you’re an entrepreneur, a seasoned investor, or someone looking for guidance to secure your wealth and legacy, a trusted investment partner is essential.
Oxford Financial Group, Ltd.™ is a premier choice for investment advisory services in Chicago. With a reputation for excellence and a focus on ultra-high-net-worth clients, Oxford Financial Group, Ltd. has been a cornerstone for individuals and families seeking expert financial guidance.
We offer more than just advice – we provide peace of mind. Our approach centers on understanding your financial objectives, crafting bespoke solutions, and delivering consistent, high-quality service. We are a Registered Investment Firm in Chicago that builds lasting relationships with our clients.
Partner with Experienced Professionals Totally Focused on Investment Management
With over 43 years of experience in the financial industry, Oxford Financial Group, Ltd. has weathered economic storms and celebrated market highs. Throughout all this, we strive to deliver sound investment strategies to our clients in Chicago and throughout the country that stand up to the highs and lows. Our team’s depth of experience ensures that we can navigate the complexities of the financial world with confidence and precision.
Oxford Financial Group, Ltd. offers bespoke solutions tailored to your unique financial situation. Whether you’re focused on retirement planning, wealth preservation, or growth strategies, we customize our advisory services to meet your needs. Our personalized approach ensures that our recommendations align with your goals and risk tolerance.
Our advisors bring knowledge and insights backed by rigorous research and analysis. We believe in empowering our clients with the information they need to make informed decisions. As a Registered Investment Advisor with a long-standing presence in Chicago, we can help you navigate market volatility or explore new investment opportunities, providing the insightful advice you need to succeed.
At Oxford Financial Group, Ltd., we value the relationships we build with our clients. We take the time to understand your long-term financial objectives and are committed to being a trusted partner on your financial journey. Our dedication to building lasting relationships is evident in our high client retention rate and referrals.
Helping You Grow and Protect Your Wealth
Oxford Financial Group, Ltd. is committed to investing in private market solutions that include growth equity, buyouts, secondaries, and niche credit. Our proven track record in these areas demonstrates our ability to identify and capitalize on unique opportunities. These investments are designed to diversify your portfolio and drive superior returns.
Our manager selection process is rigorous, involving deep analysis and in-person research. This due diligence allows us to identify managers who possess the competencies to manage your investments effectively. Our investment firm focuses on selecting managers who share our commitment to excellence and have a proven ability to deliver results to our clients in Chicago and beyond.
The Oxford Investment Fellows are our firm’s senior investment leadership. They bring strong professional certifications, decades of investment expertise, and deep professional networks. This elite team is at the forefront of crafting and overseeing your investment strategy, ensuring it aligns with market opportunities and financial goals.
Mayfair Capital Partners (MCP) focuses on making direct private equity investments for our clients. MCP’s unique approach to private equity allows us to offer opportunities that are not readily available in public markets.
Our investment philosophy centers around managing portfolio risks, minimizing conflicts of interest, and pursuing innovative private market strategies. We work directly with our clients to craft a personalized investment plan that aligns with their financial objectives. Our team is dedicated to helping you achieve your goals.
We are exclusively compensated by our clients, helping to ensure that our advice is unbiased and aligned with your best interests. We do not sell products or receive commissions, 12b-1 fees, or incentive fees from third parties. This approach allows us to focus solely on what is best for you.
A Trusted RIA With Over 43 Years of Experience
Our team of seasoned professionals has decades of experience navigating the complexities of the financial markets. This expertise allows us to provide our clients with well-informed advice and strategies for long-term success.
We are a Registered Investment Firm that puts our clients at the center of everything we do. Our advisory services are tailored to your unique needs and objectives, ensuring that our recommendations always align with your best interests.
Oxford Financial Group, Ltd. offers objective advice as an independent fee-only firm. We do not sell products or receive commissions. This means our recommendations are based solely on ensuring your needs are met and your financial goals are achieved. Our independence allows us to foster trust and transparency in our client relationships.
We are committed to staying ahead of the curve by continuously exploring new investment opportunities and strategies. Our focus on innovation allows us to offer cutting-edge solutions to help you achieve your financial goals.
Oxford Financial Group, Ltd. is one of the largest independent RIA firms in the country, with oversight of more than $30 billion in assets under advisement* (which includes assets under management). We believe our size allows us to attract the best talent in the industry, maintain a thorough depth of internal technical resources, and access aspirational investment solutions on behalf of our clients.
*As of 12.31.2022
With our office in Chicago, we have a deep understanding of the local market. This knowledge allows us to tailor our advisory services to the unique opportunities and challenges that Chicago investors face.
A Registered Investment Advisor provides tailored financial advice and investment management services to help clients achieve their financial goals. We understand the unique dynamics of the Chicago market and offer strategies that align with local opportunities.
We employ rigorous research, analysis, and due diligence to develop investment strategies in an effort to deliver long-term success. Our experienced team works closely with clients to understand their objectives and craft personalized plans.
Oxford Financial Group, Ltd. primarily serves high-net-worth individuals, families, foundations, and endowments. We provide clients with wealth management, estate planning, and investment management solutions. We customize our services to ensure a personalized approach to managing and growing wealth.
Our first step is to understand your goals, objectives, and risk tolerance. We then develop a plan that is structured to meet those goals. We are committed to managing risk through diversification, careful manager selection, and ongoing portfolio monitoring. We work to balance risk and reward to help you achieve your financial objectives.
We make it easy for you to begin your journey to achieve your goals. Contact us, and our team will reach out to you with tailored investment solutions that align with your financial objectives and risk tolerance. Whether you’re looking for personalized advice or comprehensive investment management, our expert team guides you every step of the way. Fill out the form today and take the first step toward securing your financial future.
980 North Michigan Avenue, Suite 1500, Chicago, Illinois 60611-4521
Call us now at 312.846.6000 or toll-free at 800-722-289.
View Part 2 of Oxford’s current Form ADV.
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