Oxford Financial Partners
At Oxford Financial Partners, we strive every day to earn your trust, confidence and respect. It is our privilege to help you articulate your financial goals, and then work with you to put financial plans and programs in place to help ensure you are on a path to fulfill those goals.
We provide independent, objective financial planning and investment advice. Clients have told us that we are their “financial doctor”—a description we love to hear, as it is indicative of the close relationships we value, and the way we think about your short- and long-term financial situation.
The client experience with Oxford Financial Partners begins with our strong local team. We take our role as your advisor very seriously, and the vendors we partner with have a number of investor protections in place.