Grand Rapids offers endless opportunities for personal and financial growth. Whether you’re a business owner building your legacy, a professional optimizing your wealth, or planning for a secure retirement, having the right financial partner is essential to realizing your goals in this dynamic city.
Oxford Financial Group, Ltd.™ delivers bespoke investment advisory services tailored to your unique needs. With decades of expertise and a deep connection to the Grand Rapids community, we empower individuals and families to understand the complexities of wealth management. Our team knows the local financial landscape and is dedicated to crafting strategies that align with your objectives.
As a leading investment firm in Grand Rapids, Oxford Financial Group, Ltd.™ stands ready to help you unlock your full financial potential.
Personalized Wealth Strategies for a More Secure Future
Oxford Financial Group has worked to deliver reliable investment strategies throughout the years. Our seasoned advisors have helped clients navigate various market conditions and financial landscapes. Our longevity reflects our ability to adapt and innovate, helping to ensure clients receive exceptional service at every step.
Every financial journey is unique, and so are our solutions. Oxford specializes in tailored strategies to meet your needs. We take the time to understand your goals and craft a plan that aligns with your objectives. Our personalized approach helps ensure your investment strategy is as unique as you are.
Our advisors combine extensive expertise with rigorous research to provide clear, actionable guidance. Whether evaluating new opportunities or managing existing assets, we work to deliver insights rooted in a deep understanding of market trends. Let Oxford Financial Group, Ltd. equip you with the knowledge and advice to help you achieve your financial goals.
Trust is at the core of every successful partnership. At Oxford Financial Group, Ltd., we prioritize building lasting relationships by understanding your long-term financial goals and supporting you at every stage of your journey.
Comprehensive Investment and Wealth Management Solutions
Oxford Financial Group, Ltd. has a decades-long commitment to investing in private market solutions for qualified clients. 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 contribute to achieving your long-term financial goals.
Our manager selection process is rigorous, involving deep analysis and in-person research. This due diligence allows us to identify managers with the skills, experience, and track record to manage your investments effectively. We focus on selecting managers who are dedicated to delivering results.
The Oxford Investment Fellows are our firm’s senior investment leadership. With professional certifications and decades of investment experience, this elite team is responsible for crafting and overseeing your investment strategy. Their meticulous process helps ensure that your investments are managed with the highest care.
Mayfair Capital Partners (MCP) is an Oxford Financial Group, Ltd. division focusing on direct private equity investments. MCP’s unique approach to private equity allows us to offer qualified clients exclusive investment opportunities not available in the public markets. We aim to deliver superior returns.
Our investment philosophy centers around pursuing innovative private market strategies, working to avoid conflicts of interest, and managing portfolio risks. We work directly with our clients to craft a personalized plan that aligns with their objectives. Our commitment to transparency helps ensure that our clients are confident in their financial journey.
At Oxford Financial Group, Ltd., transparency is a core value. We strive to ensure our advice is aligned with your best interests. This fee-only structure helps reduce potential conflicts of interest, so we can focus solely on what is best for you.
Forward-thinking Strategies and Tailored Investment Guidance
Our team of financial advisors are seasoned professionals with decades of experience in the investment industry. We hold ourselves to the highest standards, providing up-to-date market insights and personalized strategies. Our expertise helps ensure your financial goals are within reach.
When it comes to investing, one size does not fit all. We craft bespoke investment plans tailored to your unique financial situation and goals, considering risk tolerance and future objectives. Let Oxford design a strategy that works for you.
Beyond simple investing, we provide holistic financial planning services to cover every aspect of your financial life. You can rely on us for a well-rounded approach. Experience the breadth and depth of investment services offered by Oxford Financial Group, Ltd.
We leverage the latest technology to enhance your investment experience and provide real-time insights into your portfolio. This helps ensure transparency and keeps you informed about your financial standing. We integrate cutting-edge tools that streamline your financial management.
Our clients are at the heart of everything we do. We believe in building long-lasting relationships based on trust, integrity, and personalized service. When you choose Oxford, you’re not just another client but a valued partner.
As one of the nation’s leading independent Registered Investment Advisor (RIA) firms, Oxford Financial Group, Ltd. oversees more than $30 billion in assets under advisement. Our scale empowers us to provide qualified clients access to aspirational investment opportunities tailored to their goals.
*As of 12.31.2022
Oxford Financial Group, Ltd. provides a wide range of investment services. From portfolio management and financial planning to retirement strategies and wealth protection, we offer personalized solutions to help meet your financial goals.
With decades of experience and a strong reputation in West Michigan, Oxford Financial Group, Ltd. is known for helping clients reach their financial objectives. Our team combines local expertise with a personalized approach to deliver effective and trustworthy guidance.
We take the time to understand each client’s unique financial situation and goals. We believe our personalized attention, commitment to transparency, and ethical practices help ensure a strategy designed for success.
Getting started is simple. Schedule a consultation at our Grand Rapids office or contact us through our website. During your initial meeting, a Partner of the firm will assess your financial goals and show how our investment services near you can help you succeed.
We believe in transparency and provide a clear fee structure based on the services you need. During your initial consultation, we’ll outline all costs so you can make an informed decision about working with us.
85 Campau Avenue NW, Suite 200, Grand Rapids, Michigan 49503
Call us now at 616.242.0022 or toll-free at 800-722-289.
View Part 2 of Oxford’s current Form ADV.
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