SEC Documents

Oxford Financial Partners is registered with the United States Securities and Exchange Commission ("SEC"). Additional information about our business practices can be found in our Form ADV filings with the SEC by following the links below.


Our firm’s unique identifying number, known as a CRD number, is 282843.

ADV Form Part 1

ADV FORM PART 2A - Business Practices

CRS Form Client Relationship Summary

ADV Form Part 2b
Erik Christman

ADV Form Part 2b
Patrick Walsh

ADV Form Part 2b
Tyler Henderson

ADV Form Part 2b
Harrison Wolfe

Learn How Oxford Financial Partners Can Help You

Schedule a free, no-pressure Get Acquainted meeting today.