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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.

 

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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.

Carson Group Partners

Carson Group Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.

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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.

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Insights

Oxford Financial Partners’ team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

Market Commentary
Weekly Market Commentary March 18, 2019

The S&P 500 rebounded 2.9% after last week’s decline as positive sentiment overcame a number of mildly negative economic reports and continued uncertainty regarding trade. The global MSCI ACWI shed 2.1%. The Bloomberg BarCap Aggregate Bond Index climbed 0.7%. Read more

News
Getting Client Calls After A Stock Market ...

The stock market is known for its ups and downs, but when a major shift happens, many investors go into panic mode. As a financial advisor, you’ve likely received frantic calls from your clients during these times: Are their investments safe? Do they need to make changes to their portfolios? What does this mean for their financial future?

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Blog
Which Port Are You Sailing To?

Published by: Erik Christman, Managing Partner

“If a man knows not to which port he sails, no wind is favorable.” – Seneca

The Stoic philosopher Seneca may have been ahead of his time.  There might be something to this whole planning thing. Read more

Monthly Newsletter
Retirement Fund Catch-Up Contributions: An Ace Up ...

For many of us, retirement planning is a persistent boogie man in the back of our minds. The statistics on people’s lack of retirement preparation are staggering, and the official retirement age seems to increase by the minute. Life expectancy is getting longer, and resources seem to be getting scarcer. Any hand that savers and wage-earners play at this point in life seems like a bet against the house, sure to lose. Read more

Video
Q1 2019 Quarterly Market Update

Carson Group Partners’ Scott Kubie shares key events we saw in the past quarter and how we think they’ll affect markets in 2019. Contact us to speak with a financial advisor.
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Infographic
Divorce Planning

Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more

Blog post
  • Tax Cuts and Jobs Act Changed Things More Than You Realize

    The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years. However, the impact of the TCJA might be a lot broader than most realize. Almost every small business owner in the country is impacted by a new tax deduction called 199A. Read more

Weekly Market Commentary