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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

Market Commentary
Weekly Market Commentary November 12, 2018

The S&P 500 rallied for the second consecutive week as markets have recovered nearly half of the losses since late September. S&P 500 soared 2.1% last week. Global stocks rallied as well, but lagged U.S. stocks. The MSCI ACWI climbed 0.9%. The Bloomberg BarCap Aggregate Bond Index rose 0.3%, partly on hopes a split Congress will result in lower deficits. Read more

Charitable giving, tax deductions, financial advising
Monthly Newsletter
Pass the Turkey! – Financial Tips for the ...

As the year begins its close, traditions start to appear. From the silverware for feasts, to the tacky lawn decorations the kids love, to the choice of holiday movies, traditions remind us of who we are. There’s a story behind almost every detail, whether it’s grandma’s antique table runner or your secret family recipe for cranberry sauce, and everything is intentional, or at least seems that way. Read more

Blog
Improving The Traditionally Allocated Portfolio

Published by Tyler Schlumpf

We’re going to introduce a few mathematical concepts in this article that are crucial to building a portfolio. For those that are already moving their cursor up to the X in the right hand corner, just stick with it! These concepts, whether we choose to learn them or not, have a significant impact on the way we combine investments and are important to understand as we discuss portfolio construction. Read more

Video
Q4 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.

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News
Wall Street managers have cost Americans more ...

Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. 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

Blog post
  • 4 Simple Steps to Creating an Estate Plan

    Published by Beth Schanou, JD

    Most of the time, it feels like life is moving at the speed of light. I often feel my entire day, both at home and at the office, is spent in fast forward mode. As if it’s a race to get done as much as possible, I’m running from one thing to the next, all day long, and making sure every household member is fed, cared for, and attends school and their activities. Of course this includes the four-legged members of the family too. Read more

Weekly Market Commentary
  • Weekly Market Commentary November 5, 2018

    After a rough October, the S&P 500 went into rally mode last week. Positive rumors on trade and a general recognition that the investing environment remains positive boosted stocks. The S&P 500 soared 2.4%. Global stocks rose, too, pushing the MSCI ACWI 3.1% higher. The good news in stocks, along with healthy job growth, pushed the Bloomberg BarCap Aggregate Bond Index 0.7% lower.

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