Fee-Only
Our sole sources of compensation are the fees paid to us by you. Fees are transparent and clear. No commissions.
Fiduciary
A CFP® professional shall at all times place the interest of the client ahead of his or her own.
Fiercely Independent
We work only for you. We are 100% employee owned and registered with the SEC. No brokerage firm, no middleman.
Planning for Retirement
When is the right time to plan for your retirement? The sooner the better.
Many of our new clients have been saving for retirement for several years and have a nice nest egg, but want a clear plan they're confident will work for them.
Getting Ready to Retire
Five to ten years before you think you'll be ready to retire is a great time to take a step back and ensure your plan is on track to achieve your goals. We help clients in this phase align their savings to get them to—and through—retirement.
Your Money in Retirement
Reaching retirement isn't where our job ends—it's just the beginning! We've proven again and again that you can continue to grow your retirement savings while withdrawing to live comfortably—and do the things you love, providing added security in retirement.
At Oxford Financial Partners, our fundamental belief is that it’s never “different this time.” Our longtime clients, going back a decade or two, could have cried that the sky was falling on any...
Bad things can happen to really good companies. Your company’s generous retirement contributions may have made you rich on paper while you were still working, but the game is how to remain...
Every portfolio is different, and however, certain foundational elements remain the same. The area we’re concerned with today is what we call Five Years of Stability, and it’s a critical building...
