Indianapolis is the capital of Indiana and a thriving hub for business and culture. It is home to a diverse community of professionals, entrepreneurs, and families. Whether you’re managing generational wealth, planning for the future, or exploring new investment opportunities, having the right financial partner provides clarity and confidence for your journey.
Oxford Financial Group, Ltd.™, we bring over 43 years of experience serving clients in Indianapolis and across the nation. We work with high-net-worth individuals, families, foundations, and institutions to develop personalized investment strategies that align with their goals and aspirations. As a fee-only firm, we provide personalized, transparent advice tailored to help you preserve your wealth, pursue growth, and confidently navigate financial decisions.
Our Indianapolis team works closely with clients to understand their specific financial objectives. Whether you’re navigating market volatility or exploring new opportunities, we ensure our services are customized to meet your evolving needs. By fostering a collaborative relationship, we aim to deliver meaningful results that align with your aspirations.
Learn more about Oxford Financial Group, Ltd. and our investment advisory services in Indianapolis. Call 800.722.2289 or submit a request for information today.
Strategic Guidance for Your Financial Journey
At Oxford Financial Group, Ltd., we craft personalized financial strategies that align with your goals, needs, and risk tolerance. Because no two clients are the same, our solutions are designed to fit your specific circumstances. Whether you’re focused on preserving wealth, planning for retirement, or seeking growth opportunities, you can count on us for informed guidance and consistent support throughout your financial journey.
As an independent investment firm, Oxford Financial Group, Ltd. offers advice focused on our clients’ best interests. We do not sell products or receive commissions, 12b-1 fees, or revenue-sharing incentives. Our fee-only structure ensures that our recommendations are focused entirely on helping you achieve your financial goals.
Oxford Financial Group, Ltd. provides qualified clients access to diverse investment opportunities, including exclusive private market solutions not always available to the general public. Through our scale and network, we connect clients with what we believe are top-tier managers and unique strategies designed to enhance portfolio performance.
Your success is our priority. We work closely with you to design and monitor a portfolio tailored to your financial aspirations. Adjustments are made as needed to keep your strategy aligned with evolving goals. Our dedication to exceptional service has fostered long-term client relationships built on trust and transparency.
Comprehensive Investment Advisory Solutions Tailored to You
Oxford Financial Group, Ltd. offers qualified clients access to private market solutions. These strategies are designed to provide diversification benefits and the potential for enhanced returns.
Oxford’s investment team conducts a thorough review of numerous opportunities each year, leveraging detailed research and in-person evaluations to identify investment managers with proven expertise. This comprehensive process helps ensure that the selected managers are well-equipped to address your portfolio’s unique objectives and requirements.
As a client of Oxford, you’ll have access to two Managing Directors who are supported by the Oxford Investment Fellows — a highly credentialed, experienced team. This leadership team collaborates to develop strategies tailored to your financial objectives and attuned to evolving market conditions.
Mayfair Capital Partners™ specializes in private equity investments made directly for clients of Oxford Financial Group, Ltd. This platform provides qualified clients access to exclusive opportunities in private equity markets, with negotiated fee savings directly benefiting our clients.
Our approach to investment management focuses on managing portfolio risks, avoiding conflicts of interest, and pursuing innovative private market strategies. Through our investment advisory services in Indianapolis, we emphasize strategic asset allocation and personalized solutions to help achieve your wealth objectives.
Oxford Financial Group, Ltd. is a fee-only financial advisor, meaning we are compensated solely by our clients. This structure reflects our dedication to providing advice focused on your financial priorities.
Steadfastly Committed to Helping You Achieve Your Financial Goals
Oxford Financial Group, Ltd. operates independently with no affiliations to financial institutions or product sales. As a fee-only investment firm serving Indianapolis and the rest of the country, we focus exclusively on serving your needs.
Our team includes CERTIFIED FINANCIAL PLANNERS, Chartered Financial Analysts (CFA®), and other highly credentialed professionals, each bringing extensive experience and specialized knowledge to every client relationship.
Oxford Financial Group, Ltd. offers various opportunities and strategies to help you meet your financial goals. Our commitment to excellence has positioned us as a leader in the investment advisory field.
At our investment firm in Indianapolis, we value the trust our clients place in us. Our personalized approach and commitment to service have fostered enduring relationships across generations. By prioritizing relationships over transactions, we work to create partnerships that last, with strategies that adapt to each client’s evolving goals and priorities.
Our team includes seasoned professionals—investment advisors, tax specialists, and financial planners—who bring extensive expertise to serving your family office in Grand Rapids. This depth of knowledge enables us to provide insightful, effective advisory services.
We distinguish ourselves through our independent, fee-only structure and our commitment to delivering transparent advice. Unlike many firms, Oxford has no affiliations with banks, investment managers, or broker/dealers, helping to ensure that every recommendation is made in the client’s best interests.
We take a proactive approach to portfolio risk management. Our investment philosophy emphasizes managing portfolio risks while pursuing innovative private market strategies. We work closely with you to understand your risk tolerance and design a portfolio that balances risk and return. Our team continuously monitors your portfolio and adjusts as needed to respond to changing market conditions.
Oxford Financial Group, Ltd. provides investment advisory services on a fee-only basis. This means we do not receive commissions, 12b-1 fees, incentive fees, or have any revenue-sharing arrangements with third parties. Our compensation comes solely from the fees we charge our clients, ensuring that our advice is focused on your best interests. We believe this transparent fee structure helps reduce potential conflicts of interest and aligns our goals with yours.
Oxford serves a diverse clientele, including high-net-worth individuals, families, business owners, institutions, foundations, and endowments. We work with clients across multiple states, providing personalized investment advisory services to meet their unique financial requirements and goals. Whether you’re seeking to grow your wealth, preserve your assets, or plan for future generations, our team is equipped to provide the guidance and support you need.
Yes, Oxford offers specialized services to assist clients in achieving their philanthropic goals. We can develop a strategic charitable giving plan that aligns with your values and financial objectives. Whether through setting up foundations, donor-advised funds, or other charitable vehicles, our Private Family Services team provides dependable guidance designed to maximize the impact of your philanthropic efforts.
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.
2024 © Oxford Financial Group, Ltd. All Rights Reserved.