Most people leave their financial advisor confused about what’s happening with their money.

Our advisors are just as good at explaining investments as they are at making them. Our clients fully understand what’s happening with their money at every stage of their financial journey.

 

Why I do this Work

 

Who We Work With, Why We Do What We Do

 

Oxford’s Independence and Entrepreneurship

 

Vision for Oxford

 

Why We Use Technology, Six Million Dollar Man

 

Are Robo Advisors the future of Advice?

 

Oxford 360 Makes Clients’ Lives Easier

 

People are More Important than Technology

Our promise to you:

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.