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Fiercely Independent


What does it mean for Oxford Financial Partners to be independent?


It means we have zero ties to any brokerage firm and no obligation to push specific investments. It means we don’t try to wedge you into a one-size-fits-all solution forced on us by a broker.


Our determination to be impartial means we’re not incentivized or paid in any way to promote a cookie-cutter process or proprietary investment products that would line our pockets at the expense of your financial well-being.

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This gives us the power to create the best financial solutions for you and your family while forging a deeper, more personal relationship built on trust and transparency.


Independence has allowed us to perfect our approach, Power of 5 Investing®, which has proven time and again to work to our clients’ benefit.


This freedom means we can make unbiased decisions personalized to your unique goals and investment needs.

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The only financial planner or investment manager who can offer truly objective advice is an independent advisor. It’s impossible to be objective when you have corporate goals looming over your head and a broker demanding a quota on their financial products. Fortunately, we don’t have to deal with any of that.

People with important and complex financial goals greatly benefit from the personalized advice offered by an independent firm like Oxford. Objectivity means we’re here to work for you. To put you first. To be the catalyst to your financial success.

Are you on track for retirement?

Our free retirement calculator will factor in current savings, time to retirement, estimated taxes and the future value of money to let you know!