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investment advisory firm - Oxford Financial Group, Ltd.

Oxford's 2024 Annual Report

In our 2024 Annual Report, we highlight the core beliefs and aspirations that drive us and inspire us each and every day.

independent financial advisor - Oxford Financial Group, Ltd.

Elite Wealth
Enhancement Services

Who We Serve

private wealth management - Oxford Financial Group, Ltd.

Dedicated Expert Leadership

private wealth management - Oxford Financial Group, Ltd.

Owners Working
with Owners, Families and Discerning Institutions®

Serving families and institutions in 36 states,
with seven offices across the country:

News & Insights

UPDATE AS OF DECEMBER 27, 2024: Corporate Transparency Act

Reporting requirements and enforcement reinstated by merits panel of Fifth Circuit Court of Appeals

Read the e.Insight

Oxford’s 2024
Annual Report

In our 2024 Annual Report, we highlight the core beliefs and aspirations that drive us and inspire us each and every day.

Read the
Annual Report

Mind the Gap (and Seek to Reverse It)

It is well documented that investors’ behavioral biases negatively impact their returns over time.

Read the Investment
e.Perspective

The Oxford Difference​

One of the largest independent RIA firms in the country with  special expertise in Bespoke Generational Solutions®, Aspirational Solutions and Diversifier Strategies.
To be eligible for Financial Advisor’s RIA Survey & Ranking, firms must be an independent registered investment advisor and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms complete and submit a survey, and each is represented in the final survey ranking. The annual ranking is based on the previous year’s assets for discretionary and nondiscretionary assets reported on Form ADV. Oxford did not pay a fee for inclusion in the rankings but did purchase the rights to reprint and utilize the ranking and logo.
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