ADVICE YOU CAN TRUST

Our Firm

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building a relationship

We Value Your Trust


Guiding you to and through your retirement is a privilege for us. We know you worked hard for your money and trusting someone to manage it requires a high level of confidence. The work we do is more than plans and strategiesa strong relationship with you is just as important. We want to build a lasting relationship with results you can rely on.

Our Team

Meet the Oxford Financial Partners Team

Headshot of Patrick Walsh
Patrick Walsh
CFP®

PARTNER, SENIOR ADVISOR, CCO

Headshot of Harrison Wolfe
Harrison Wolfe
CFP®

ASSOCIATE ADVISOR

Headshot of Carolyn Smith
Carolyn Smith

EXECUTIVE ASSISTANT

video content

Oxford Video Library

 

Did you know about our video library? It's one of easiest ways to get to know Oxford. We provide high-quality, transparent content about topics that matter to you. Learn more about our firm by exploring the Oxford Video Library!
LEGAL DISCLOSURES

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.
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