(866) 469-7014

Cincinnati • Denver

 

Our Services

Our name is not accidental—at Oxford Financial Partners, we seek an ongoing, long-term partnership with you. We believe that your portfolio should be managed in context with your goals and objectives. We take the time to understand your desires and plans for yourself, your family and your friends.

We run a boutique practice, which means we are intentionally smaller in size so we can offer you ready access to key professionals on our team. We choose to work with a select group of clients who share our beliefs. When you hire us, you get the full attention and thinking of our entire practice.

Power of 5 Investing®

  • Advice and planning
  • Portfolio modeling and design
  • Manager search and selection
  • Implementation
  • Reviewing and reporting
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Retirement Planning

  • Needs assessment
  • Retirement income modeling
  • Benefits analysis
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Cash Flow Management

  • Tax reduction strategies
  • Withdrawal rate
  • Convenience
  • RMDs
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Personal Risk Management

  • Life insurance
  • Disability income
  • Long-term care
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Estate Planning

  • Wills, trusts and beneficiaries strategies
  • Estate tax reduction techniques
  • Family gifting and charitable giving
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