(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, Senior Advisor, CCO

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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Tyler joins Oxford Financial Partners as a Senior Advisor. In his decade in the profession Tyler has a demonstrated track record of serving clients with excellence. As a Senior Advisor in the firm, Tyler’s primary role involves...

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Harrison serves as an Associate Advisor with Oxford Financial Partners. In this role, Harrison is directly involved in developing financial plans and delivering advice to clients across the firm. He also has a deep understanding of all...

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Alison McLaren

Marketing Manager

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In her role as Marketing Manager, Alison oversees all of the firm's communication and business development efforts. Alison brings extensive financial services industry experience to Oxford Financial Partners. In her 17 years in the...

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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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Kim Stark

Advisor Emeritus

After over 35 years in the investment business, Kim stepped back from her daily responsibilities in 2016 to spend more time with her family. Kim joined Oxford in 1998 already holding 19 years of experience gained from her previous role...

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