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Special Preview Offer: Power of 5 Investing®

Ready to find some answers to your retirement planning questions? Tap into the power of the markets to take your retirement portfolio to the next level. Power of 5 Investing®: 5 Powerful Principles for Retirement Investing by Managing Partner Erik J. Christman, CFP®, CPA*, is now available.

 

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Erik Christman   Patrick Walsh   Tyler S. Henderson   Harrison Wolfe

Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Power of 5 Investing ®

Oxford Financial Partners’ investment management services are driven by some fundamental beliefs that are borne of leading-edge research and a quarter century of experience. Our entire investment philosophy has been distilled into a proprietary investing system called Power of 5 Investing®. Learn more

Cash Flow Management

Choices made at and during retirement about how to withdraw from your accounts can make a tremendous difference to the quality of your retirement. Our cash flow management services include a full education on the options available to you, tax reduction strategies, withdrawal rate monitoring, required minimum distributions and convenient deposits. Learn more

Estate Planning

Estate taxes can significantly impact the wealth you have accumulated unless you employ proper planning. The goals of estate planning are to provide for you financially while you’re alive and to maximize your estate to benefit your family and charities following your death.
A well-designed estate plan can help create and conserve assets during your life. In addition, effective estate planning can minimize estate taxes and estate settlement costs and deliver an orderly distribution of assets at your death. We can help you with strategies for wills, trusts and beneficiary designations, estate tax reduction techniques, life insurance analysis, family gifting and charitable planning. Learn more

Goal Planning and Retirement

In today’s economic environment, the only constant is change. You can help improve your chances for a successful retirement through ongoing coordination and planning. Our planning services include needs assessment for short and long-term goals, sophisticated retirement income modeling and benefits analysis.
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Personal Risk Management

Throughout our lives we face a number of events that could jeopardize even the best laid plans. We work to identify these risks for you, quantify the potential loss exposure, educate you on tools and techniques for hedging these risks and implement solutions. Our personal risk management service areas include life insurance, disability income, annuities and long-term care. We maintain relationships with a broad spectrum of providers in each of these areas and can help you find the appropriate solution for your needs.
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Personalized Investment Management

At Oxford Financial Partners, we strive every day to earn your trust, confidence and respect. With offices in Cincinnati and Denver, we serve clients across more than 20 states. Our clients range from those who are just starting to think about and plan for retirement to those who are in retirement and want to ensure their funds are sufficient and their long-term wishes intact. No matter where you are in your retirement journey, we can partner with you to help towards making your goals a reality.

Investment Management

Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

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Carson Group Partners

Carson Group Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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Our Locations

Oxford Financial Partners has office locations in Cincinnati and Denver. Contact us today to speak with a financial advisor or financial professional nearest you.

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Insights

Oxford Financial Partners’ team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Video
Q3 2018 Quarterly Market Outlook

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor. Read more

Market Commentary
Weekly Market Commentary July 9, 2018

The positive U.S. jobs report released Friday contributed to a strong week for global stocks and bonds. The S&P 500 soared 1.5%, the MSCI ACWI climbed 0.9%, and the Bloomberg BarCap Aggregate Bond Index rose 0.2%. Read more

Monthly Newsletter
July Monthly Newsletter: Five Financial Factors to ...

Every spring it’s the same: the snow melts, the birds begin building their nests, the neighborhood children resume their outdoor play and the housing market blooms. Yes, among the budding trees and perennial sprouts you’ll notice “For Sale” signs popping up all over town. Read more

Blog
How Emotional Decisions Can Ruin Your Investment ...

More money is left behind than lost during market declines. When an investor reacts emotionally to declines, they often pull money out of the market, derailing their investment strategy and leaving them much less exposed to equity markets. Often, these moves are made very near the bottom of the market and the investor leaves behind a substantial portion of return. Read more

Infographic
Divorce Planning

Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more

News
Financial Tips 2018: How to get ahead on ...

It’s 2018 and now’s the time to get your finances in order.

To help you and your family make all the right money moves next year, here’s a financial game plan that could help you grow your 401(k), avoid financial ruin and adjust to the new tax rules signed into law by President Trump. Read more

Blog post
  • When Can You Retire?

    Not surprisingly, one of the most common goals financial planners help their clients with is analyzing cash flow in retirement so they can live their lives comfortably without worrying about outliving their money. Cash inflow in retirement can come from many sources (Social Security, retirement plans, savings, annuities, pensions) so it’s important to consider how much and when to expect cash inflows. Read more

Weekly Market Commentary
  • Weekly Market Commentary July 2, 2018

    Stock markets finished the quarter on a down note. The S&P 500 and the global MSCI ACWI both dropped 1.3%. The Bloomberg BarCap Aggregate Bond Index shrugged off higher inflation and rose 0.3% last week. Read more