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David M. Luebbe
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Work Experience
N/A
Nov 2023 - Present · 1 years and 1 months
Jun 2018 - Nov 2023 · 5 years and 5 months
N/A
Aug 2023 - Nov 2023 · 3 months
N/A
Jun 2018 - Aug 2018 · 2 months
Company Details
51-200 Employees
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
Year Founded
1981
Social Media
LinkedinFacebook
Industry
Financial Services, Investment Services, Retirement & Financial Planning
HQ Location
11711 N Meridian St Carmel, IN 46032, US
Keywords
Wealth ManagementFamily OfficeInstituitonal Investment
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