Our Clients come first
Our Difference
no more ambiguity
The Right Financial Partner Makes All the Difference
Many people leave financial advisory meetings with more questions than they came in with. At Oxford, this will never be the case. We chart a clear path to your retirement without all the jargon.
Our advisors are just as good at explaining investments as they are at making them. Oxford is an independent investment firm that puts you first, and you'll experience the difference at every step.
success is our incentive
Fee Only
The way that a financial advisor is compensated matters—because incentives matter. Since Oxford Financial Partners is fee only, we are never incentivized to make one recommendation over another. We simply make the right recommendations for you.
a high standard
Fiduciary Responsibility
A fiduciary financial advisor makes investment decisions with your best interest in mind. Rest assured that Oxford Financial Partners is being held to the highest possible standard of care—and is required to always act in the best interest of our clients.
advice you can trust
Fiercely Independent
Oxford Financial Partners is an independent firm that is not in any way tied to a particular family of funds or investment products. This allows us to do what we know is best for you, without any outside noise. At Oxford, you can trust that the advice you're getting comes from a single motivation: to help you achieve your retirement goals.
