Minneapolis is a vibrant city with modern amenities, places of cultural interest, and quiet suburban spaces that exude the warmth of Midwestern small towns. It’s also known for its thriving economy and competitive business landscape, and it is ranked as one of the happiest places in the US.
For over 43 years, Oxford Financial Group, Ltd.™ has worked with high-net-worth individuals, families, institutions, and endowments. We offer our clients the benefit of our experience and expertise, providing guidance as they manage wealth, pursue growth opportunities, and work toward their financial aspirations.
Beyond providing advice, we aim to support our clients and provide them with peace of mind, knowing that their financial strategies are thoughtfully managed and aligned with their long-term goals and priorities. Whether your goals include growing your portfolio, preserving generational wealth, or supporting philanthropic initiatives, you can rely on us for strategies tailored to your needs and unique situation.
Personalized Guidance for Your Financial Journey
At Oxford Financial Group, Ltd., we offer a variety of investment opportunities, including private market options and strategies aimed at achieving long-term growth. Using our extensive network and leveraging our scale, we identify opportunities not typically accessible to individual investors. Each option is evaluated to ensure it supports your financial objectives while managing risk.
As an independent, fee-only investment firm in Minneapolis, we provide advice without the influence of commissions or third-party incentives. Our commitment to transparency ensures that the guidance you receive aligns with your financial objectives.
At Oxford, we believe in fostering long-term relationships with our clients. From your initial consultation to ongoing portfolio reviews, our team works closely with you to adapt strategies as your goals and circumstances evolve. By maintaining open communication, we ensure that your investment plan remains relevant and practical.
When you work with Oxford, you work directly with experienced professionals, including a Managing Director who is a Partner of the firm. We utilize a hands-on approach to our investment advisory services, ensuring you receive the support needed to help you make even the most complex financial decisions.
Comprehensive Investment Advisory and Wealth Management
Oxford Financial Group, Ltd. offers access to private equity, real estate, and niche credit investments designed to diversify portfolios and create growth opportunities. These options provide qualified clients with exclusive access to opportunities typically unavailable to the public. Our scale allows us to negotiate savings, passing these benefits directly to you.
Our investment team evaluates a wide range of investment managers each year through a rigorous process that includes in-depth research and personal evaluations. We focus on identifying managers with consistent performance and strategies that fit your goals. We take this comprehensive approach because we believe it helps ensure your portfolio is managed by professionals with a proven ability to deliver results.
As our client, you’ll benefit from the expertise of our Oxford Investment Fellows®. This senior team specializes in various areas of investment management, providing targeted advice tailored to your needs and aspirations. Supported by analysts and trading professionals, the Oxford Investment Fellows work collaboratively to help you achieve your goals.
Mayfair Capital Partners™ is the private equity arm of Oxford Financial Group, Ltd., offering qualified clients exclusive opportunities, including those not typically available to the public. This platform emphasizes strategies designed to generate value and support sustainable and lasting financial growth.
At Oxford, we prioritize managing portfolio risks, working to avoid conflicts of interest, and pursuing innovative private market strategies. By integrating investment and financial planning advice, we provide a comprehensive approach to achieving your wealth goals.
At Oxford Financial Group, Ltd., we offer a fee-only structure which helps reduce potential conflicts of interest, so we can focus solely on what is best for you. We strive to ensure our advice is aligned with your best interests.
Investment Strategies Tailored to Your Goals
We offer more than investment advisory services. Our firm provides family office, institutional consulting, and trustee services to meet various wealth management needs. Whether managing multigenerational wealth or supporting philanthropic goals, our team is equipped to provide thoughtful, practical solutions.
The Oxford team includes CERTIFIED FINANCIAL PLANNER™ certificants, Chartered Financial Analysts (CFA®), and other highly qualified professionals. Together, they bring decades of experience to every client relationship, offering insight and guidance tailored to your needs.
Oxford Financial Group, Ltd.™ emphasizes thoughtful risk management, integrating diversification and strategic planning to protect assets during market volatility. Our proactive approach is designed to help clients maintain financial stability while pursuing growth opportunities.
Oxford provides qualified clients access to private market opportunities, including equity and real estate investments. These options allow for greater portfolio diversification and growth potential.
Oxford builds enduring relationships with clients by offering direct access to senior leadership and tailored guidance. This hands-on approach ensures personalized service and strategies that adapt to evolving financial priorities.
Investment advisory services include professional guidance in managing your financial portfolio. Advisors develop strategies for asset allocation, investment selection, and portfolio management to help you achieve your financial goals.
If you want professional guidance in managing your portfolio or optimizing returns, Oxford can help. Advisors provide expertise to develop strategies that align with your goals and adapt to market changes.
We serve high-net-worth individuals, families, institutions, foundations, and endowments. Our services are designed to meet a variety of wealth management needs.
Contact us at 800-722-2289 to learn more about our investment advisory services, or send us a message to schedule a consultation. A Partner of the firm will contact you to discuss your financial goals and how we can assist you.
Yes, we incorporate strategies with the goal of minimizing tax liabilities and maximizing after-tax returns, helping you achieve your financial objectives.
We conduct regular portfolio reviews to assess performance, identify potential adjustments, and address any changes in your financial situation or market conditions. This proactive approach helps ensure your investment strategy remains consistent with your objectives.
Yes. We offer services to support philanthropic goals, including guidance on donor-advised funds, private foundations, and other charitable vehicles. Our team works with you to create a giving plan that reflects your values and maximizes the impact of your contributions.
225 South Sixth Street, Suite 2600 Minneapolis, Minnesota 55402
Call us now at 612.379.4500 or toll-free at 800-722-289.
View Part 2 of Oxford’s current Form ADV.
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