Oxford Financial
Financial Services, Investment Services, Retirement & Financial Planning · 51 Employees
Phone Number: compliancedept@ofgltd.com
Email Address: compliancedept@ofgltd.com
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About
Oxford Financial Group, Ltd.™ is one of the largest independent RIA firms in the country with oversight of approximately $31.53 billion in assets under advisement (which includes assets under management)*, Oxford has 18 Managing Directors who serve over 700 significant families and prodigious institutional clients in 35 states.** Oxford is an independent, fee-only firm that is privately held by its partners, with special expertise in Bespoke Generational Solutions, Aspirational Solutions and Diversifier Strategies. Oxford has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 42 years.
*As of 12.31.2021
**As of 8.1.2022
View the disclaimers at www.ofgltd.com/disclaimer
Website
Year Founded
1981
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Industry
Financial Services, Investment Services, Retirement & Financial Planning
HQ Location
11711 N Meridian St
Carmel, IN 46032, US
Keywords
Wealth ManagementFamily OfficeInstituitonal Investment
Location
5
- 11711 N Meridian St Carmel, IN 46032, US
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