With its vibrant business ecosystem and diverse community, Cincinnati offers abundant opportunities for individuals and families to grow and secure their wealth. In such a dynamic environment, partnering with a trusted financial advisor is essential to make informed decisions.
Oxford Financial Group, Ltd.™ specializes in delivering tailored investment strategies to help you achieve your financial aspirations. With a deep understanding of Cincinnati’s unique market, we empower our clients with personalized solutions that adapt to their evolving needs.
More than just advisors, we are your dedicated financial partners—providing clarity, trust, and peace of mind as you work toward your goals. As one of the country’s largest Registered Investment firms, Oxford Financial Group, Ltd. is committed to building enduring relationships and helping our clients achieve their financial goals.
Your Path to Financial Freedom Starts Here
With over 40 years in the financial industry, Oxford Financial Group, Ltd. has worked to deliver reliable investment strategies through all market conditions. We believe our experience allows us to confidently navigate the complexities of the financial world, providing you with the insights needed to thrive in today’s dynamic economic environment.
We design solutions specifically to meet your needs and goals. Whether you’re planning for retirement, preserving wealth, or growing your investments, our team crafts strategies aligned with your objectives. Our recommendations are personalized to fit your unique circumstances.
Our advisors combine deep market knowledge with rigorous research to deliver informed advice. We are a Cincinnati investment firm that aims to empower clients with the insights to make confident decisions and navigate financial markets effectively.
At Oxford Financial Group, Ltd., building strong, long-term relationships is our priority. We take the time to understand your financial goals and remain committed to being a trusted partner throughout your journey. We are dedicated to providing our clients with exceptional service.
Crafting Tailored Financial Strategies for Your Success
We are a Cincinnati investment firm committed to investing in private market solutions for our qualified clients, including growth equity, buyouts, secondaries, niche credit, and real estate. 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.
The success of your investments depends heavily on the expertise of those managing them. That’s why our manager selection process is rigorous, involving deep analysis and in-person research. We believe this due diligence allows us to identify managers with the skills, experience, and track record to manage your investments effectively.
The Oxford Investment Fellows represent the senior investment leadership of our firm. They bring strong professional certifications, decades of investment experience, and deep professional networks. This team is responsible for crafting and overseeing your investment strategy, designing it to align with market opportunities and financial goals.
Mayfair Capital Partners (MCP) focuses on making direct private equity investments for our qualified 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 reducing the potential for conflicts of interest, managing portfolio risks, and pursuing innovative private market strategies. We work directly with our clients to craft a personalized investment plan that aligns with their financial objectives. No matter your aspirations, our team is here to help you achieve them.
At Oxford Financial Group, Ltd., transparency is a core value. We strive to ensure our advice is aligned with your best interests. We do not sell products or receive commissions from third parties. This approach helps reduce potential conflicts of interest, allowing us to focus solely on what is best for you.
Where Smart Money Decisions Are Made
Our investment advisory services are customized to align with your goals and risk tolerance. We take the time to understand your financial situation, aspirations, and concerns. We believe this deep understanding allows us to help create an attainable and sustainable roadmap.
Our experts boast decades of combined experience in the financial industry. Their comprehensive knowledge helps ensure you receive insightful and practical advice, designed to maximize your investment potential.
At Oxford Financial Group, Ltd., we offer a holistic approach to wealth management. This encompasses investment strategies, retirement planning, tax-efficient investing, and estate planning. We work to integrate all aspects of your financial life to develop a cohesive plan.
We pride ourselves on putting our clients first. Our advisors are committed to maintaining open lines of communication and providing transparent advice. Your satisfaction and success are our top priorities, and we work to go above and beyond to meet and exceed your expectations.
Our investment strategies are grounded in rigorous research and analysis. We leverage financial technologies and market data to make informed decisions. This data-driven approach allows us to proactively manage your portfolio and adapt to market changes swiftly, aiming to maximize returns and minimize risks.
Oxford Financial Group, Ltd. is one of the largest independent Registered Investment Advisor (RIA) firms in the country. We manage and advise over $30 billion in assets. Our expertise allows us to deliver private market solutions to qualified clients and maintain strong in-house technical capabilities to meet our clients’ needs.
*As of 12.31.2022
As one of the country’s largest investment firms, we provide a comprehensive range of investment advisory services tailored to meet your financial goals. These include portfolio management, retirement planning, tax-efficient investment strategies, and risk management solutions, all designed to help you build and protect your wealth.
Our advisors take a highly personalized approach, analyzing your financial situation, investment objectives, and risk tolerance. With this insight, we develop tailored strategies that align with your unique needs. If you’re searching for “investment services near me,” our Cincinnati office is here to be your trusted resource for customized financial planning.
Oxford Financial Group, Ltd. distinguishes itself through a commitment to success and ethical practices. We build enduring relationships and empower clients through education and strategic financial solutions.
We believe our advisors are among the best in the industry, holding advanced degrees and prestigious certifications. With decades of experience, they bring deep expertise and insights to guide clients through complex financial decisions. This helps ensure confidence in every step of your investment journey.
Starting with us is simple. Contact our Cincinnati office to schedule a complimentary consultation. A partner of the firm will contact you to discuss your financial aspirations, current portfolio, and how our tailored approach can help you achieve your goals. Searching for “investment services near me”? Discover the personalized expertise of Oxford Financial Group, Ltd. today.
221 East Fourth Street, Suite 2305, Cincinnati, Ohio 45202
Call us now at 513.246.0800 or toll-free at 800-722-289.
View Part 2 of Oxford’s current Form ADV.
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