The bar for someone calling themselves a financial advisor is too low.Read more
Clarity
All clients begin with a written financial plan that clearly documents their long-term goals. This is captured in The Financial WellcheckSM.
Confidence
Our proprietary Power of 5 Investing® system has been battle tested in 25+ years of experience. We prepare you for a confident retirement.
Catalyst
We will act with a sense of urgency to put your plan into action, and will help you stay on track no matter what the markets throw your way.
Special Preview Offer: Power of 5 Investing®
Ready to find some answers to your retirement planning questions? Tap into the power of the markets to take your retirement portfolio to the next level. Power of 5 Investing®: 5 Powerful Principles for Retirement Investing by Managing Partner Erik J. Christman, CFP®, CPA*, is now available.
Fee-Only, Fiduciary, Independent
The only financial planner or investment manager that can offer truly objective advice is an independent advisor operating under a strict Fee-Only compensation model. Watch this video to learn more.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
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annually over the long-term (10+ years)?
How to get started.
1. Schedule an appointment
2. Meet with us for a free get acquainted meeting
3. Get your personalized strategy
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Erik Christman Patrick Walsh Tyler S. Henderson Harrison Wolfe
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Power of 5 Investing ®
Oxford Financial Partners’ investment management services are driven by some fundamental beliefs that are borne of leading-edge research and a quarter century of experience. Our entire investment philosophy has been distilled into a proprietary investing system called Power of 5 Investing®. Learn more
Cash Flow Management
Choices made at and during retirement about how to withdraw from your accounts can make a tremendous difference to the quality of your retirement. Our cash flow management services include a full education on the options available to you, tax reduction strategies, withdrawal rate monitoring, required minimum distributions and convenient deposits. Learn more
Estate Planning
Estate taxes can significantly impact the wealth you have accumulated unless you employ proper planning. The goals of estate planning are to provide for you financially while you’re alive and to maximize your estate to benefit your family and charities following your death.
A well-designed estate plan can help create and conserve assets during your life. In addition, effective estate planning can minimize estate taxes and estate settlement costs and deliver an orderly distribution of assets at your death. We can help you with strategies for wills, trusts and beneficiary designations, estate tax reduction techniques, life insurance analysis, family gifting and charitable planning. Learn more
Goal Planning and Retirement
In today’s economic environment, the only constant is change. You can help improve your chances for a successful retirement through ongoing coordination and planning. Our planning services include needs assessment for short and long-term goals, sophisticated retirement income modeling and benefits analysis.
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Personal Risk Management
Throughout our lives we face a number of events that could jeopardize even the best laid plans. We work to identify these risks for you, quantify the potential loss exposure, educate you on tools and techniques for hedging these risks and implement solutions. Our personal risk management service areas include life insurance, disability income, annuities and long-term care. We maintain relationships with a broad spectrum of providers in each of these areas and can help you find the appropriate solution for your needs.
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Personalized Investment Management
At Oxford Financial Partners, we strive every day to earn your trust, confidence and respect. With offices in Cincinnati and Denver, we serve clients across more than 20 states. Our clients range from those who are just starting to think about and plan for retirement to those who are in retirement and want to ensure their funds are sufficient and their long-term wishes intact. No matter where you are in your retirement journey, we can partner with you to help towards making your goals a reality.
Investment Management
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Our Locations
Oxford Financial Partners has office locations in Cincinnati and Denver. Contact us today to speak with a financial advisor or financial professional nearest you.
Insights
Oxford Financial Partners’ team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Blog
The $2 Trillion Economic Stimulus Bill Has Passed: ...On March 27, 2020, the White House and Congress came to an agreement and passed the largest relief package in recent United States history, called the Coronavirus Aid, Relief, and Economic Security (CARES) Act.
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Monthly Newsletter
A Note on the CoronavirusDear Clients and Friends, On Wednesday, February 19th – after a spectacular 40+% runup that started the day after Christmas 2018 – the Standard & Poor’s 500-Stock Index closed at 3,386.15, a record high.
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News
Before You Change Your Investment Portfolio, Consider ...During volatile periods in the market, it can be tempting to shake things up a bit with your investment portfolio. However, it’s not always the best idea to do so. Experimenting and taking risks can sometimes yield high returns, but making rash decisions might do more harm than good.
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Infographic
10 Tax Planning Tips Your CPA Might Have ...There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic
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Video
Quarterly Market Outlook: Q3 2019Carson Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in the upcoming quarter. Contact us to speak with a financial advisor.
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Blog post
- 5 Financial Goals for Spring
Spring is almost here, and there is no better time to perform a spring cleaning of your finances. One way to get your finances whipped into shape is by setting reasonable financial goals that can help you get on track for a successful year.Read more