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.
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.
*Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations. Forbes ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations and quantitative criteria. Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Financial Times candidate firms were scored based on six criteria: assets under management (AUM), AUM growth rate, years in existence, advanced industry credentials, online accessibility and compliance records. WealthManagement’s Top 25 High-Net-Worth Advisors are ranked by total assets under management. To land on the list, high-net-worth clients had to account for 76 percent or more of the firm’s business. Firms also had to have a focus on financial and retirement planning; institutional clients do not make up a substantial portion of their businesses.