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The end of the world is coming, Unless it isn’t.

Blog

The end of the world is coming, Unless it isn’t.

Every single one of the items listed above is a legitimate headline I have read somewhere over the past year. Sadly, I could have made one up and shoved it in there and you probably wouldn’t have known the difference.

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Why I chose fee only, and you should too.

Blog

Why I chose fee only, and you should too.

Published by: Harrison Wolfe, Associate Advisor I started in the financial planning industry in January of 2015 during my last semester of college.

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Free Guides

From Tax Efficiency to Retirement: Financial Planning for Small Business Owners

Financial planning for a small business gets more complicated every day. Business owners must navigate tax efficiency (and life under the new Tax Cuts and Jobs Act), retirement preparations for yourself and your employees, and succession planning. Get your financial plan in place today and prepare for what tomorrow brings with our guide to financial planning for small business owners.

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4 Healthy Habits That Can Help Both In and Out of the Office

Blog

4 Healthy Habits That Can Help Both In and Out of the Office

Published by: Tyler Henderson, Senior Advisor My hope in writing this is to help provide some healthy habits that will not only help the mental and physical state of one’s personal life but are highly coordinated to the efficiency in your professional life.

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Six Priceless Educational Resources For Managing Your Finances

News

Six Priceless Educational Resources For Managing Your Finances

In the recent past, many professionals have resorted to setting their retirement fund on autopilot, expecting it to deliver the returns they may need after they bow out of their careers. However, it has become quite evident that the “set it and forget it” mentality of investing is not only detrimental to the potential of the investment but can lead to fewer returns than expected.

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3 Money-Smart Strategies for 529 College Savings Plans

Monthly Newsletters

3 Money-Smart Strategies for 529 College Savings Plans

Between squeaky new shoes, fresh pencils, packs of index cards, trendy new backpacks and other learning supplies, back-to-school shopping in the U.S. is expected to exceed $27 billion this year – about $510 per household. That’s a lot of Trapper Keepers.

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How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

Blog

How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

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Meet the Team: Erik Christman

Blog

Meet the Team: Erik Christman

At Oxford Financial Partners, teamwork is an essential part to our success. Over the last 5 weeks, we’ve been highlighting members of our incredible team. For this last week of our “Meet the Team” series, we are featuring our Managing Partner, Erik Christman:

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Quarterly Market Outlook: Q3 2019

Videos

Quarterly Market Outlook: Q3 2019

Carson 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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Meet the Team: Harrison Wolfe

Blog

Meet the Team: Harrison Wolfe

“The strength of the team is each individual member. The strength of each member is the team.” –Phil Jackson At Oxford Financial Partners, we love to showcase our team so we can give you a chance to meet the amazing people behind the work that we do.  As part of our “Meet the Team” series, this week we are featuring Associate Advisor, Harrison Wolfe:

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