Achieve your financial goals and preserve wealth through smart multigenerational solutions with Oxford Financial Group, Ltd. ™ We cater to individuals, families and institutions searching for reliable private wealth management in Chicago to manage their assets and wealth.
Since 1981, Oxford has been proud to serve family and institutional clients across the country in achieving their financial goals. With decades of experience and 35 billion in assets under advisement* (which includes assets under management), we bring a deep understanding of private wealth management in Chicago and beyond. Our team is here to provide thoughtful guidance and established expertise, working alongside you — or on your behalf — to help navigate the complexities of managing your wealth with confidence and care.
Pursue a comfortable retirement, maintain financial stability, or prepare your wealth with a trusted independent financial advisor for the next generation. For more information, contact Oxford Financial Group, Ltd. at 800.722.2289, submit a request or schedule a consultation with a Partner of the firm.
*As of 12.31.23
Experienced Financial Professionals Aligned with Your Goals
Oxford Financial Group, Ltd. tailors your financial plans by gaining a deep understanding of your goals, aspirations and risk tolerance. These financial plans serve as a strategic roadmap to achieve your objectives. Grow your wealth, manage your business, plan for retirement or preserve your legacy with our advisors’ guidance and support to make smart financial decisions.
Oxford is a financial advisor in Chicago, providing solutions that meet the complex needs of high-net-worth clients. From investment advisory to estate planning, we offer a comprehensive approach. Our professionals craft resilient, customized portfolios designed to fit your needs, delivered with transparency and dedication to excellence.
At Oxford Financial Group, Ltd., we understand that trust and clear communication are essential for successful partnerships. We tailor our private wealth management in Chicago to your particular goals, providing proactive solutions that align with your needs. This personalized approach helps ensure your family or institution receives the dedicated guidance and care it merits.
Safeguarding your legacy for future generations is a goal many prioritize for their family’s well-being. Our bespoke legacy planning services help you transfer your wealth effectively according to your wishes. We work with you to develop a comprehensive estate plan that minimizes tax obligations and helps to ensure your beneficiaries are financially secure. Oxford strives to ensure your legacy will be preserved.
Bespoke Financial Plans Designed For Your Needs
Oxford’s family office services in Chicago provide specialists with expertise in taxation, insurance, estate planning, philanthropy and asset protection. We recognize the unique challenges and opportunities of managing significant wealth and provide bespoke family office solutions to help navigate these complexities, safeguard your wealth and preserve your legacy for future generations.
We collaborate directly with our Partners to explore various tailored investment solutions. This approach fosters a uniquely personal and outcome-driven experience for wealth and risk allocation. Oxford offers qualified families access to distinctive and innovative private market investments through our Aspirational Strategy. Our specialized Diversifier Strategies enhance portfolio performance while delivering essential diversification benefits.
Oxford Financial Group, Ltd. offers organizations, foundations and endowments solutions tailored to meet the distinct needs of institutional clients. As your trusted financial advisor, we work closely with your organization to design and implement a personalized investment strategy that aligns with your mission and objectives, ensuring your financial resources are effectively managed to support your organization’s goals.
As a trusted local resource for trust administration in Chicago, The Trust Company of Oxford delivers a full suite of trust administration solutions. Our experienced team develops tailored solutions that help to safeguard your wealth and provide a smooth transfer of assets. We are committed to offering personalized service and expert advice to address your unique estate planning needs.
Receive a professional and confidential financial and administrative support system managing your family office needs. Our dedicated team is comprised of CPAs, MBAs and highly skilled accounting and administrative professionals. Working seamlessly with your Managing Director and Client Service team, we strive to deliver the exceptional service.
Consistent Growth Designed By an Experienced Team
Oxford Financial Group, Ltd. is one of the largest independent RIA firms nationwide. With an oversight of over $35 billion in assets under advisement* (which includes assets under management), we bring a strong track record of excellence in wealth management. We attract quality industry talent and have access to valuable resources to help clients achieve their financial goals.
*As of 12.31.23
With over four decades of experience, Oxford Financial Group, Ltd. brings our experience to every client we serve. Our highly credentialed professionals include CFPs®, CFAs® and CPAs dedicated to providing exceptional guidance and innovative solutions. We provide personalized service and support tailored to your unique financial needs and goals.
At Oxford, we value long-term relationships, treating each client partnership as unique. You work directly with our Partners, who invest the time to understand your specific goals, concerns and priorities. We provide personalized advice and proactive solutions aligned with your values, offering continuous support and guidance at every stage of your financial journey.
The Oxford Investment Fellows® brings exceptional knowledge and years of industry insight to uncover and leverage promising investment opportunities that align with your goals. With access to Aspirational Investment partnerships and a competitive fee structure, qualified clients can gain the advantage of Oxford’s scale in achieving their financial objectives.
With more than four decades of experience, Oxford Financial Group, Ltd. has built a strong track record of delivering exceptional results for our clients. Our commitment to excellence is evident in the enduring success and trust of the individuals and families we proudly serve.
Wealth management integrates financial planning, investment management and other financial services. These focus on the unique needs of individuals, families and institutions seeking to preserve or grow their wealth.
Wealth management services can significantly benefit individuals, families and businesses with substantial net worths. Our services help empower our clients to achieve their short- and long-term financial goals.
Oxford Financial Group, Ltd. is a privately owned, independent financial advisory firm. As a fee-only advisor with $35 billion in assets under advisement (including assets under management)*, we serve family and institutional clients across the country.
*As of 12.31.2023
Oxford Financial Group, Ltd. operates as a fee-only financial advisor, which means our clients pay a fixed fee for our services. We do not earn through commissions and referral fees, which means our clients can trust that third parties do not sway the investments we make on their behalf.
A fiduciary financial advisor must act in their client’s best interest. This helps ensure the advice and service focus solely on the client. Our role as a financial advisor is to work to make sure our clients’ needs come first.
980 North Michigan Avenue, Suite 1500, Chicago, Illinois 60611-4521
Call us now at 312.846.6000 or toll-free at 800-722-289.
View Part 2 of Oxford’s current Form ADV.
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