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Oxford 360

Oxford 360 is our platform for delivering financial planning and investment advice through a collaborative relationship with you. Oxford 360 leverages industry-leading technology, coupled with the human touch of our talented advisors, to help you on your journey to financial success.

Clients subscribing to Oxford 360 enjoy many benefits, including:

  • Ongoing advice – Call us anytime for advice on any financial topic!
  • Annual review and update of your plan
  • Personal Financial Portal – Online portal where you can see your entire financial picture in one place
  • Progress reports toward goals – Continually updated in your Personal Financial Portal
  • Communications platform – Subscription to our weekly market updates and financial planning topics
  • Account access – Use the web to monitor your accounts


Oxford 360 consists of two components:

  1. The Partnering Process – a systematic approach to delivering personalized financial planning to our clients
  2. Power of 5 Investing – Our proprietary investment system