TD
Tim Dean
Coo / Cfo at Oxford Financial
View Tim's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Coo / Cfo
Feb 1999 - Present · 25 years and 10 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
Discover More About Cleveland Clinic

Find verified contacts of Tim Dean in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.