(866) 469-7014

Cincinnati • Denver

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Erik is Managing Partner of Oxford Financial Partners, a premier fee-based wealth management firm. As managing partner, Erik is responsible for the strategic direction and future growth of the firm.

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Patrick Walsh, CFP®

Partner, Chief Compliance Officer

As Chief Compliance Officer, Pat leads Oxford’s operations and compliance areas, with oversight on technology, custodial relationships, and client service

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Kim Stark

Advisor Emeritus

 Kim joined Oxford in 1998 already holding 19 years of experience gained from her previous role at a well-known mutual fund company.

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Carolyn joined Oxford Financial Partners with over 27 years of administrative experience in diverse industries such as the U.S. military, federal government, construction and commercial real estate.

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