With its year-round sunny weather, relaxed atmosphere, and scenic beaches, Palm Beach is loved by locals and tourists alike. The thriving economy, driven by industries such as technology and life sciences, attracts individuals and families seeking both a high quality of life and financial stability.
For Palm Beach residents looking to manage, grow, and protect their assets, Oxford Financial Group, Ltd.™ is here to be a trusted partner. As an independent, fee-only Registered Investment Advisor (RIA), we are dedicated to acting in your best interest.
Our firm provides high-net-worth individuals, families, foundations, and endowments with transparent guidance to help achieve their financial aspirations. Since our founding in 1981, we have been committed to providing the best possible service to our clients.
Reach out to us today to explore our investment advisory solutions. We are dedicated to helping you and your family or organization build a secure financial future while identifying opportunities to enhance and preserve your wealth.
Tailored Approaches and Exceptional Client Service
At Oxford Financial Group, Ltd., we understand that each client has unique financial situations and aspirations. Our investment services are designed to truly meet your specific needs by considering factors such as your risk tolerance, goals, and time horizon.
As an independent, fee-only investment firm in Palm Beach, 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.
Our qualified clients have access to private market opportunities typically unavailable to the general public. We leverage our extensive network, scale, and expertise to provide investment options that can enhance your portfolio.
At Oxford Financial Group, Ltd., we offer a fee-only structure that 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.
Comprehensive Investment and Wealth Management Solutions
Oxford provides qualified clients access to aspirational solutions. These opportunities are carefully selected to enhance portfolio diversification and offer potential for long-term growth, leveraging our extensive experience and network to connect clients with unique options.
Oxford reviews hundreds of opportunities annually via a rigorous due diligence process that aims to identify the best managers in the field. We focus on their differentiation, the repeatability and results of their approaches, as well as their specialization, to ensure that we select managers who we believe are top-tier and well-suited to your investment strategy.
The Oxford Investment Fellows® are a team of senior investment leaders who support our Managing Directors. These highly credentialed professionals offer deep industry knowledge and a shared commitment to exceptional client service.
Mayfair Capital Partners™ is our direct private equity investment platform, designed to offer qualified clients exclusive opportunities with significant value potential. Our alignment with clients is demonstrated by the fact that our Partners invest on the same terms as our clients.
At our investment firm in Palm Beach, our approach to investment management emphasizes balancing growth opportunities with risk management. By integrating financial planning with investment strategies, we develop plans that reflect each client’s financial priorities.
We offer a fee-only structure which helps reduce potential conflicts of interest, so you can focus solely on what matters most to you. This model reflects our commitment to service and ensures that our advice is solely in your best interests, supporting your financial objectives.
Forward-thinking Strategies and Tailored Investment Guidance
Our independence ensures that we provide advice without external influence. We are not affiliated with banks, broker-dealers, or third-party service providers, so our focus will remain solely on serving your needs.
Oxford’s investment team is comprised of highly credentialed leaders, including CFPs®, CFAs®, and professionals with advanced degrees. Backed by decades of collective experience, they are well-equipped to provide forward-thinking investment solutions and actionable guidance.
With offices serving clients across multiple states, including Florida, we aim to deliver personalized investment advice and exceptional service nationwide. Our broad reach and deep local expertise allow us to meet and exceed our clients’ investment advisory needs.
With over $30 billion in assets under advisement* (including assets under management), Oxford Financial Group, Ltd. has the scale and expertise to manage significant wealth effectively. Our resources allow us to offer a broad range of investment opportunities and services typically available only to the largest institutional investors.
*As of 12.31.2022
As a Registered Investment Advisor (RIA), we offer professional insight to help you achieve your financial goals. This responsibility is at the core of everything we do, and we always ensure that your financial well-being is our top priority.
Investment advisory services involve professional guidance and management of your investments. These include creating a personalized investment strategy based on your financial objectives, risk tolerance, and investment timeline. At Oxford Financial Group, Ltd., we offer asset allocation, portfolio management, and other custom solutions to keep your investments aligned with your desired outcomes.
Our independent, fee-only structure ensures we provide advice without external influence. With over four decades of experience and substantial assets under advisement, we offer expertise and access to exclusive private market opportunities.
Oxford serves high-net-worth individuals, families, foundations, endowments, and select institutions, providing personalized investment advisory services tailored to their unique needs.
Oxford employs a rigorous risk management approach, including strategic asset allocation and continuous monitoring of market conditions. Our commitment to transparency means we collaborate closely with you to design resilient, tax-efficient portfolios aligned with your financial objectives.
Yes. We assist families in structuring plans to preserve and transfer assets in ways that reflect their values and long-term priorities, providing guidance tailored to their estate planning needs. From creating estate plans to advising on trusts and charitable giving strategies, we provide guidance and support designed to protect your family’s financial legacy while addressing the unique needs of future generations.
231 Royal Palm Way, Suite 301, Palm Beach, Florida 33480
Call us now at 561.834.4050 or toll-free at 800-722-289.
View Part 2 of Oxford’s current Form ADV.
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