Managing wealth, whether for families or businesses, requires balancing growth, preserving assets and preparing for the future. Professional wealth management provides the tools and guidance necessary to accomplish these priorities.
At Oxford Financial Group, Ltd.™, we deliver wealth management services to support informed decision-making and long-term financial success.
Our firm serves high-net-worth families, endowments and foundations, as well as select businesses and organizations. As a fee-only financial advisor for our clients, we operate independently, giving you peace of mind that our recommendations are focused on your goals.
We offer personalized solutions to help you achieve your unique financial goals. Whether you’re focused on growing your investments, preserving your legacy, or retirement planning in Indianapolis, our dedicated team is here to support you every step of the way.
To learn more, submit a request online or call 800-722-2289 to speak with a partner.
Tailored Guidance and Strategic Solutions
Oxford Financial Group, Ltd.™ develops financial strategies tailored to your unique circumstances. Our approach to Indianapolis wealth management includes investment planning, estate management and risk mitigation. We collaborate with you to create plans that adapt as your financial situation evolves.
We operate as an independent, fee-only firm without affiliations to banks or third parties. As a fiduciary and financial advisor in Indianapolis, we are committed to providing advice that prioritizes your best interests. Our recommendations are based solely on your goals, empowering you to confidently make important decisions.
We offer access to private market investments and strategies beyond traditional portfolio options. Through our aspirational solutions, we connect clients to unique opportunities, helping to diversify assets and achieve long-term financial growth.
Our proprietary resources, including TOFF.HD®, Bespoke Generational Solutions and Swindon Transition Counsel®, simplify financial planning. These tools address key areas such as wealth transfer, tax planning and business transitions.
Thoughtful Solutions for Managing and Preserving Wealth
At Oxford Financial Group, Ltd.™, we offer a full suite of Indianapolis wealth management services and financial advisory solutions we customize to our clients’ diverse needs and aspirations. When you choose us as your independent financial advisor, you can look forward to personalized strategies that reflect your unique goals.
Our Family Office Services in Indianapolis combine financial planning, asset management and administrative support to simplify the tasks involved in managing significant wealth. These solutions are ideal for high-net-worth families who need a trusted partner that can oversee and manage their financial life.
We advise you on investments to create a portfolio that aligns with your financial goals and risk tolerance. As a fee-only financial advisor in Indianapolis, we deliver transparent guidance focused on building resilient and productive investment strategies.
For foundations, endowments and organizations, we provide fiduciary oversight, governance support and risk management. These services help ensure alignment with your organization’s mission and institutional goals while maintaining financial health and stability.
Through The Trust Company of Oxford™, we offer trustee services and can also serve as a personal representative, distribution advisor or trust protector. We work closely with multigenerational family members to help preserve resources and manage your estate plan effectively. From asset management to tax filings, we aim to protect your legacy for generations.
Spend less time tracking expenses, paying bills and filing documents and more time enjoying the success you worked hard for. Our private family services for Indianapolis clients provide support with personal financial, administrative, family entity and philanthropic tasks. A team member is matched to you based on your needs and works closely with your Managing Director to help you stay on top of your obligations and keep your home office running smoothly.
Oxford’s Bespoke Generational Solutions offers a comprehensive approach to multigenerational wealth planning. Through in-depth consultations and analyses, we develop tailored strategies that align with your family’s goals, addressing wealth transfer, tax considerations and risk management. Our process includes creating an Oxford Financial Statement and Estate Flow Chart to visualize and enhance your wealth transfer plan.
Your Partner for Wealth Management and Legacy Preservation
Oxford has been serving clients’ wealth management needs for over 44 years. We take pride in meeting the financial advisory and wealth management needs of our family and institutional clients. Oxford has over $35 billion in assets under advisement, including assets under management.**
*As of 12.31.2023 **As of 12.31.2024
Our approach centers on understanding your needs and delivering service that exceeds expectations. You can trust that our team is committed to creating an exceptional client experience.
Our team includes CFP®s, CFAs, and CPAs, as well as highly experienced and knowledgeable professionals with JDs and MBAs. These credentials reflect our team’s ability to address complex financial needs with thoughtful, well-rounded solutions
We take a results-oriented approach to Indianapolis wealth management. From retirement planning in Indianapolis to estate planning, our services are designed to support your success at every stage of your financial journey.
We leverage proprietary tools such as TOFF.HD®, Bespoke Generational Solutions and Swindon Transition Counsel® to meet your goals. These resources provide a structured approach to wealth management, helping families and organizations confidently navigate challenges like multigenerational planning, tax efficiency and business transitions.
As a financial advisor for Indianapolis clients, we operate with full transparency. We have no affiliations with third parties, nor do we earn commissions or sell products. You can be confident that our recommendations are made with your best interests in mind.
Oxford provides personalized retirement planning in Indianapolis tailored to your financial situation and goals. Our advisors work with you to develop a comprehensive plan that includes savings strategies, investment management and tax considerations.
As an independent, fee-only firm, Oxford is committed to providing advice without conflicts of interest. We do not sell products or receive commissions. Our independence from third parties allows us to focus solely on serving our clients’ best interests.
We develop investment portfolios that reflect your financial goals and risk tolerance. Our strategies include opportunities such as private market investments and tools designed to optimize diversification and drive long-term growth.
The frequency of meetings with your financial advisor will depend on your needs and preferences. We recommend regular meetings to review your financial plan and investment portfolio. These help ensure they remain aligned with your goals and any changes in your circumstances.
Contact us to schedule an initial consultation. During the initial meeting, we will discuss your financial priorities and explore how our services can help you achieve your long-term goals.
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.
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