@ofgltd.com
OXFORD FINANCIAL GROUP, LTD™
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Description
Oxford Financial Group, Ltd™ is one of the largest independent Registered Investment Advisor (RIA) firms in the country, overseeing approximately $31. 53 billion in assets under advisement. With a team of 20 Managing Directors, they cater to over 700 significant families and prodigious institutional clients across 35 states.
As an independent and fee-only firm, Oxford provides comprehensive investment advisory services and specializes in Bespoke Generational Solutions, Aspirational Solutions, and Diversifier Strategies. With over 42 years of experience, Oxford offers multi-generational estate planning advice and forward-thinking investment solutions for families and institutions. They pride themselves on being a fiduciary, placing their clients' interests first and acting in their best interests.
Additionally, Oxford Financial Group provides Family Office Services, including bespoke generational solutions and private family services. They also offer Institutional Consulting Services for retirement plans, endowments, and foundations. Visit their website for research and market insights, including news, newsletters, investment perspectives, and videos.
Contact Oxford Financial Group today to experience the Oxford Advantage and achieve your financial goals
Company Type
Privately Held
Company Size
51-200
Year Founded
1981
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