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Oxford 360

Oxford 360 is our platform for delivering financial planning and investment advice through a collaborative relationship with you.  Oxford 360 leverages industry-leading technology, coupled with the human touch of our talented advisors, to help you on your journey to financial success.  

Clients subscribing to Oxford 360 enjoy many benefits, including:

  • Ongoing advice – Call us anytime for advice on any financial topic!
  • Annual review and update of your plan
  • Personal Financial Portal - Online portal where you can see your entire financial picture in one place
  • Progress reports toward goals – Continually updated in your Personal Financial Portal
  • Communications platform - Subscription to our quarterly market updates and monthly financial planning topics, all video-based
  • Account access - Both web and mobile app to monitor your accounts
  • Budgeting and expense tracking tool - Digitally monitor your credit card and checking accounts to see where your money goes
  • Secure online vault  - Store important items like your estate documents, tax returns, passports and more.

Oxford 360 consists of two components:

      1. The Partnering Process - a systematic approach to delivering personalized financial planning to our clients 

      2.  Power of 5 Investing - Our proprietary investment system