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:


All clients begin with a written financial plan that clearly documents their long-term goals. This is captured in The Financial WellcheckSM.


Our proprietary Power of 5 Investing® system has been battle tested in 25+ years of experience. We prepare you for a confident retirement.


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.