A personalized experience
Working With Us
trust isn't built overnight
Your Introduction to Oxford
Choosing an investment advisor is a big decision. That's why we make a point to arrange a free “get acquainted” meeting with you before discussing any formal engagements. We want to give you a low-pressure opportunity to determine if our services are a good fit for you and your family. From there, you can decide whether you're interested in moving forward with our Partnering Process.
new client onboarding
The Partnering Process℠
We want our onboarding process to reflect the long-term partnership approach we take when working with you. We call it The Partnering Process℠. It's a streamlined approach to onboarding that allows us to get to know each other while we learn about your personal and financial goals and the things that matter most to you. That way, we can provide objective advice and work closely with you to create a plan that is a great fit for your lifestyle and expectations.
The Partnering Process℠ consists of three phases: Planning, Implementation and Review.
our proprietary system
Power of 5 Investing®
Oxford Financial Partners’ investment management services are driven by fundamental beliefs born of leading-edge research and a quarter century of experience. Our entire investment philosophy has been distilled into a proprietary investing system called Power of 5 Investing®.
Having an established, well-thought-out, evidence-based investment philosophy is critical during this stage of your life. Our proprietary Power of 5 Investing® system has been battle tested through all the ups and downs the market provides.
Comprehensive Financial Planning
Receive a comprehensive view of your financial situation and a detailed financial plan for reaching your goals.
Our Investment Management services are perfect for those who want active investment portfolio management to achieve their specific investment objectives.
Oxford’s Estate Planning can handle the bequest of assets to heirs, settlement of estate taxes, and more.
Our Insurance Planning services are a critical risk management component of any comprehensive financial plan.
Are You a Good Fit?
Experiencing a comfortable retirement is a goal shared by many. However, there is a big difference between the idea of retiring and actually pulling it off. This is a transition that can come with some justifiable hesitancy. The switch from making contributions to taking distributions is a big one, and we want you to feel confident at every step.
Professionals Over 50
We have found that the people who stand to benefit the most from our services are often professionals over 50 years of age who are retired or wish to retire in the near future.
Our clientele are diligent savers who have accumulated investment and retirement/pension assets of $300,000+
Understand the Value of Expert Guidance
The people we work with understand that retirement is too important to do alone. They value expert guidance from a team a with a proven investment philosophy.
How We're Paid
We are a dedicated, fee-only firm, which means we are only paid by our clients, not by outside or third-party interests. Each year during the Planning Phase of their portfolio, our clients pay an annual Partnering Agreement Fee of $5,000 for the review and planning of their portfolio.
Our clients also hire Oxford to do the implementation and ongoing management of their portfolio in support of their financial plan and pay us a low, transparent fee based on the size of their portfolio. It's that straightforward.