• About
    • The Oxford Advantage
    • Mission Statement
    • Top Ranked RIA
    • Privacy and Security
    • Career Opportunities
    • Annual Reports
  • Leadership
    • Managing Directors
      • Jeffrey H. Thomasson, MBA, CFP®
      • Kristina R. Baron, MBA
      • Jarret D. Blum, CWS®
      • Jason R. Brinks, CFP®
      • Charles R. Carter, CFP®, CEPA
      • Laura J. Clark, CFA
      • Kevin W. Coquillette
      • C. Richard Davis II, JD, CFP®
      • Neal G. Davis, CFA, CFP®
      • Tania A. DeVries, JD
      • Andrew D. Filauro, MBA
      • Barton C. Francis, MST, CFP®, CIMA®
      • Christopher B. Gioia
      • Richard V. Hall, MBA, CFP®
      • Michael E. Larson, MBA, CFP®
      • Zachary S. Littleton, MBA
      • J. Parker Mitchell, MBA, CFA, CFP®
      • Jacque M. Nolan, CFP®, CIMA®
      • Peter N. Reist, CPA/PFS, AIF®
      • H. Tyler Rosser, JD, CFP®
      • Jeffery H. Stroman, CPA (Inactive)
      • Robert M. Twitchell, MBA, CFA
      • S. Bowden “Bo” Wilkins, CHFC®, CAP®, CLU®
      • Ashlee D. Walton, CFP®
      • Julia S. Weaver, JD, LL.M.
      • Tim E. Wittenbrook, CFP®
      • James R. Wright, CFP®, CMFC®
    • Family Office Services
      • Russell G. DeLibero, PHD, CFP®, CHFC®, CLU®, AEP®
      • Jason M. Gust, CPA, MST
      • Susan E. Hagley, MST
      • Scott M. Simmons, JD, LL.M.
      • Kara J. Talbott, MSIA, CPA/PFS, CFP®
      • Julia S. Weaver, JD, LL.M.
    • Investment Management Group
      • Kristina R. Baron, MBA
      • Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
      • Ben A. Ault, MSc
      • Daniel J. Ford, CFA, PRM™
      • Ryan M. Grand, MBA
      • Carl S. Jackson, MBA, CFA
      • Cameron R. Johnson, MBA, CFA
      • David M. Lewis, CFA, CAIA
      • Jared A. Nishida, CFA
      • Ryan T. Shidler, CFA, CAIA
      • Robert L. Webb, MBA, CFA
    • Senior Leadership
      • Jeffrey H. Thomasson, MBA, CFP®
      • Jarret D. Blum, CWS®
      • Brian D. Copsey, MAcc, CFA, CPA (Inactive)
      • Russell G. DeLibero, PHD, CFP®, CHFC®, CLU®, AEP®
      • Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCP
      • Alexandra L. Neff
      • Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
  • Services
    • Investment Advisory Services
      • Investment Philosophy
      • Manager Selection
      • Private Market Solutions
      • Mayfair Capital Partners™
      • Oxford Investment Fellows
      • Professional Fees
      • Investment Advisory Services Locations
        • Chicago
        • Atlanta
        • Minneapolis
        • Grand Rapids
        • Cincinnati
        • Indianapolis
        • Palm Beach
    • Family Office Services
      • Bespoke Generational Solutions®
      • Family Office Fellows
      • M25 Counsel
      • Swindon Transition Counsel®
      • TOFF.HD®
      • Professional Fees
      • Family Office Services Locations
        • Grand Rapids
        • Palm Beach
        • Minneapolis
        • Indianapolis
        • Cincinnati
        • Chicago
        • Atlanta
    • Private Family Services of Oxford®
      • Personal Financial Support
      • Administrative Support
      • Family Entity Support
      • Philanthropic Support
    • The Private Trust Company of OxfordTM
      • Trustee Services
      • Other Fiduciary Roles
      • Professional Fees
    • Institutional Consulting Services
      • 401(k), 403(b) and Participant Directed Retirement Plans
      • Committee-Directed Pension Plans
      • Endowments and Foundations
      • Co-Fiduciary and Fee-Only Business Model
      • Retirement Plan Expertise
      • Specialized Service Team
      • Approach to Plan Investments
      • Investment Policy Statement Development
      • Institutional Consulting Services Locations
        • Palm Beach
        • Indianapolis
        • Minneapolis
        • Atlanta
        • Cincinnati
        • Grand Rapids
        • Chicago
    • Wealth Management Services
      • Atlanta
      • Chicago
      • Indianapolis
      • Grand Rapids
      • Palm Beach
      • Cincinnati
  • Insights
    • News
    • e.Newsletters
      • e.Insight
      • Investment e.Perspective
      • e.Telegraph
      • CIO Macro Trends
    • Videos
  • Careers
  • Contact Us

Oxford Financial Group, Ltd.™

Wealth Management & Registered Investment Advisor (RIA)

  • About
    • The Oxford Advantage
    • Mission Statement
    • Top Ranked RIA
    • Privacy and Security
    • Career Opportunities
    • Annual Reports
  • Leadership
    • Managing Directors
      • Jeffrey H. Thomasson, MBA, CFP®
      • Kristina R. Baron, MBA
      • Jarret D. Blum, CWS®
      • Jason R. Brinks, CFP®
      • Charles R. Carter, CFP®, CEPA
      • Laura J. Clark, CFA
      • Kevin W. Coquillette
      • C. Richard Davis II, JD, CFP®
      • Neal G. Davis, CFA, CFP®
      • Tania A. DeVries, JD
      • Andrew D. Filauro, MBA
      • Barton C. Francis, MST, CFP®, CIMA®
      • Christopher B. Gioia
      • Richard V. Hall, MBA, CFP®
      • Michael E. Larson, MBA, CFP®
      • Zachary S. Littleton, MBA
      • J. Parker Mitchell, MBA, CFA, CFP®
      • Jacque M. Nolan, CFP®, CIMA®
      • Peter N. Reist, CPA/PFS, AIF®
      • H. Tyler Rosser, JD, CFP®
      • Jeffery H. Stroman, CPA (Inactive)
      • Robert M. Twitchell, MBA, CFA
      • S. Bowden “Bo” Wilkins, CHFC®, CAP®, CLU®
      • Ashlee D. Walton, CFP®
      • Julia S. Weaver, JD, LL.M.
      • Tim E. Wittenbrook, CFP®
      • James R. Wright, CFP®, CMFC®
    • Family Office Services
      • Russell G. DeLibero, PHD, CFP®, CHFC®, CLU®, AEP®
      • Jason M. Gust, CPA, MST
      • Susan E. Hagley, MST
      • Scott M. Simmons, JD, LL.M.
      • Kara J. Talbott, MSIA, CPA/PFS, CFP®
      • Julia S. Weaver, JD, LL.M.
    • Investment Management Group
      • Kristina R. Baron, MBA
      • Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
      • Ben A. Ault, MSc
      • Daniel J. Ford, CFA, PRM™
      • Ryan M. Grand, MBA
      • Carl S. Jackson, MBA, CFA
      • Cameron R. Johnson, MBA, CFA
      • David M. Lewis, CFA, CAIA
      • Jared A. Nishida, CFA
      • Ryan T. Shidler, CFA, CAIA
      • Robert L. Webb, MBA, CFA
    • Senior Leadership
      • Jeffrey H. Thomasson, MBA, CFP®
      • Jarret D. Blum, CWS®
      • Brian D. Copsey, MAcc, CFA, CPA (Inactive)
      • Russell G. DeLibero, PHD, CFP®, CHFC®, CLU®, AEP®
      • Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCP
      • Alexandra L. Neff
      • Robert “Bo” D. Ramsey III, JD, MBA, CFA, CAIA
  • Services
    • Investment Advisory Services
      • Investment Philosophy
      • Manager Selection
      • Private Market Solutions
      • Mayfair Capital Partners™
      • Oxford Investment Fellows
      • Professional Fees
      • Investment Advisory Services Locations
        • Chicago
        • Atlanta
        • Minneapolis
        • Grand Rapids
        • Cincinnati
        • Indianapolis
        • Palm Beach
    • Family Office Services
      • Bespoke Generational Solutions®
      • Family Office Fellows
      • M25 Counsel
      • Swindon Transition Counsel®
      • TOFF.HD®
      • Professional Fees
      • Family Office Services Locations
        • Grand Rapids
        • Palm Beach
        • Minneapolis
        • Indianapolis
        • Cincinnati
        • Chicago
        • Atlanta
    • Private Family Services of Oxford®
      • Personal Financial Support
      • Administrative Support
      • Family Entity Support
      • Philanthropic Support
    • The Private Trust Company of OxfordTM
      • Trustee Services
      • Other Fiduciary Roles
      • Professional Fees
    • Institutional Consulting Services
      • 401(k), 403(b) and Participant Directed Retirement Plans
      • Committee-Directed Pension Plans
      • Endowments and Foundations
      • Co-Fiduciary and Fee-Only Business Model
      • Retirement Plan Expertise
      • Specialized Service Team
      • Approach to Plan Investments
      • Investment Policy Statement Development
      • Institutional Consulting Services Locations
        • Palm Beach
        • Indianapolis
        • Minneapolis
        • Atlanta
        • Cincinnati
        • Grand Rapids
        • Chicago
    • Wealth Management Services
      • Atlanta
      • Chicago
      • Indianapolis
      • Grand Rapids
      • Palm Beach
      • Cincinnati
  • Insights
    • News
    • e.Newsletters
      • e.Insight
      • Investment e.Perspective
      • e.Telegraph
      • CIO Macro Trends
    • Videos
  • Careers
  • Contact Us
Registration has been disabled.
Oxford Financial Group, Ltd. Logo

Thoughtful. Insightful. Committed.®

800.722.2289

Contact Us
  • About
  • Services
  • Leadership
  • Insights
  • Careers
  • Contact Us
  • About
  • Services
  • Leadership
  • Insights
  • Careers
  • Contact Us
  • Sitemap
  • Disclaimers
  • Sitemap
  • Disclaimers

View Part 2 of Oxford’s current Form ADV.

View Oxford’s Form CRS.

View the disclosures and disclaimers.


2026 © Oxford Financial Group, Ltd. All Rights Reserved.

  • About
  • Services
  • Leadership
  • Insights
  • Careers
  • Contact Us
  • About
  • Services
  • Leadership
  • Insights
  • Careers
  • Contact Us
  • Sitemap
  • Disclaimers
  • Sitemap
  • Disclaimers