Oxford Financial Group, Ltd.™ is an independent, fee-only firm. We focus on providing multigenerational estate planning advice and forward-thinking investment solutions. Since our firm’s founding in 1981, we have remained dedicated to helping clients achieve their financial aspirations and protect their legacies.
We offer wealth management in Grand Rapids and beyond, focusing on Bespoke Generational Solutions, Aspirational Solutions and Diversifier Strategies. Our diverse clientele includes high-net-worth individuals, families, business owners, institutions, foundations and endowments.
Oxford is privately held by its partners. We take pride in the independence, objectivity and thoughtful counsel we offer to families and institutions that trust us with their net worth. For more information about our services, please call 800-722-2289 or submit a request for information.
Personalized Financial Guidance and Wealth Management Solutions
At Oxford Financial Group, Ltd.™, we understand that financial planning is not a one-size-fits-all endeavor. Our approach begins with us understanding your goals, aspirations and risk tolerance. We work closely with you to develop a customized financial plan that serves as a roadmap for achieving your objectives. Whether you’re focused on wealth accumulation, transitioning business ownership, retirement planning in Grand Rapids or preserving your legacy, our advisors provide the guidance and support you need to help you make informed decisions.
From investment advisory to estate planning, the services we offer for wealth management in Grand Rapids and beyond are designed to meet the complex needs of high-net-worth clients. We offer a holistic approach that integrates various aspects of your financial life.
Trust and communication are the foundation of successful client relationships. Our Grand Rapids wealth management advisors are dedicated to building long-lasting partnerships based on mutual respect and understanding. We take the time to listen to your concerns and goals, striving to provide thoughtful counsel and proactive solutions. Our face-to-face approach to service helps ensure you receive the attention and care you deserve. We are committed to being your trusted financial advisor in Grand Rapids, guiding you through the stages of your financial journey.
Our legacy planning services are designed to help you transfer your wealth efficiently and in accordance with your wishes, whether to future generations or to support important charitable endeavors. We collaborate with you to create a comprehensive estate plan that works to minimize tax liabilities and preserve family harmony. Our experienced advisors leverage their in-depth knowledge of estate planning, trust administration and tax law to help support a seamless transition of assets. We work with you to help safeguard your legacy and to help ensure your values are honored for future generations to come.
Tailored Strategies to Grow and Protect Your Wealth
Your Oxford Managing Director orchestrates the work of family office specialists in diverse areas such as taxation and insurance, estate planning, philanthropy and asset protection to provide you with comprehensive advice concerning your financial life and goals. We understand the unique challenges and opportunities that come with managing substantial wealth. Through our family office services in Grand Rapids, we are committed to helping you navigate these complexities.
Our families and institutions work directly with Partners of Oxford on various investment solutions. This facilitates a unique and highly personal experience that is outcome-based, intuitive and highly effective in allocating wealth and risk. Oxford’s size affords our qualified families opportunities to invest in unique and innovative private market investments within our Aspirational strategy. Our specialized Diversifier Strategies seek to enhance results while providing valuable diversification benefits
Oxford provides organizations, foundations and endowments with a full suite of solutions designed to help meet the unique needs of institutional clients, including investment management, governance, fiduciary oversight and risk management. As your financial advisor, we will collaborate closely with your organization to develop and implement a customized investment strategy aligned with your mission and goals.
As a local resource for trust administration in Grand Rapids, The Trust Company of Oxford™ offers a comprehensive range of trust and estate services. Our team collaborates with you to create customized solutions that protect your wealth and facilitate the efficient transfer of assets. We focus on providing personalized service and expert guidance to meet your estate planning needs.
Private Family Services of Oxford offers a professional, confidential support system that functions like a personal family office. Our dedicated team of CPAs, MBAs and experienced professionals provides personalized assistance. A team member matched to you will handle essential administrative functions such as financial reporting, bookkeeping and trust oversight, helping to provide you with peace of mind.
Through our Bespoke Generational Solutions, we analyze your estate plan to identify risks and opportunities. As your wealth management planner in Grand Rapids, we use tools such as the Oxford Financial Statement and our Estate Flow Chart, which allows us to determine, in detail, the disposition of your wealth at each generational family line. We then create strategies that help support the success of your family’s wealth transfer objectives.
A Trusted Partner in Financial Advisory and Wealth Management
With over 44 years in business, Oxford brings extensive experience to our clients. Our team is composed of highly credentialed professionals, such as CFP®s, CFAs® and CPAs, who strive to provide thoughtful, well-rounded guidance and tailored support.
We emphasize lasting relationships built on trust and collaboration. You’ll work directly with our partners who take the time to understand your concerns and provide advice that reflects your values and is aligned with your aspirations. Through timely communication and ongoing support, we help you manage your wealth with confidence throughout your financial journey.
The Oxford Investment Fellows® are Oxford’s investment leaders that help identify and leverage opportunities. Through access to Aspirational Investment partnerships and our competitive fee structure, our qualified clients benefit from our size, experience and expertise.
Oxford has earned the trust of families and institutions by consistently delivering thoughtful, effective strategies over four decades. Our commitment to quality service and tailored support is reflected in the long-term success of the individuals, families and organizations we serve.
Oxford Financial Group, Ltd. is a privately held, independent, fee-only financial advisor with a location in Grand Rapids. We prioritized the best interests, avoiding product sales, commission, or partnerships that may result in conflicts of interest. We work to deliver trusted, objective and client-focused financial solutions.
*As of 12.31.2023
We recognize that every client has unique goals and circumstances. To that end, the Oxford Financial Group, Ltd.™ Partners in Grand Rapids work closely with you to develop customized financial plans that align with your aspirations. We consider factors such as your risk tolerance, time horizon and long-term objectives to craft a strategy that suits your needs. Whether you’re starting retirement planning in Grand Rapids, transferring ownership or management of your business or managing a complex estate, we help ensure your plan evolves with you.
We specialize in developing strategies for wealth transfer and legacy planning. Our experts collaborate with you and your family to understand your goals and values. We use that information to develop a comprehensive estate plan that minimizes tax liabilities and preserves family harmony. Through personalized wealth management in Grand Rapids, we aim to provide value through our services as an independent financial advisor by helping you create a lasting legacy that reflects your values and aligns with your goals.
Please call 616.242.0022 or submit an online inquiry to discuss your needs and explore our services. You can be confident that all our conversations are secure and confidential.
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.
2025 © Oxford Financial Group, Ltd. All Rights Reserved.