Introducing Oxford Financial Group: A Leading Independent RIA Firm
Oxford Financial Group, Ltd.™ stands out as one of the largest independent Registered Investment Advisor (RIA) firms in the United States, with oversight of approximately $31.53 billion in assets under advisement as of December 31, 2021. This impressive figure includes assets under management, demonstrating the company's substantial presence in the financial services industry.
Located at 11711 N Meridian St, Carmel, IN 46032, Oxford Financial Group has a team of 18 Managing Directors who serve over 700 significant families and prodigious institutional clients across 35 states, as of August 1, 2022. The company's extensive reach and client base are testaments to its commitment to excellence and its ability to cater to the unique needs of its clients.
As an independent, fee-only firm, Oxford Financial Group is privately held by its partners, ensuring that its focus remains on the best interests of its clients. The company is not affiliated with any bank, brokerage firm, or insurance company, which allows it to provide unbiased advice and customized solutions to its clientele.
Oxford Financial Group specializes in three key areas: Bespoke Generational Solutions, Aspirational Solutions, and Diversifier Strategies. With these offerings, the firm is able to provide multi-generational estate planning advice and forward-thinking investment solutions to families and institutions, catering to their specific financial goals and objectives.
Bespoke Generational Solutions involve creating customized wealth transfer strategies that take into account each family's unique circumstances, values, and long-term objectives. Aspirational Solutions, on the other hand, are designed to help clients achieve their financial goals, be it funding a child's education, starting a business, or leaving a philanthropic legacy. Finally, Diversifier Strategies are employed to help clients enhance their investment portfolios by adding non-traditional asset classes that have the potential to deliver strong risk-adjusted returns.
For more than 42 years, Oxford Financial Group has been dedicated to providing exceptional financial services to its clients. The firm's long-standing history and impressive track record are indications of its commitment to helping families and institutions navigate the complexities of wealth management and achieve their financial aspirations.
To learn more about Oxford Financial Group and its service offerings, visit the company's website at http://www.ofgltd.com/. For additional information and disclaimers, please refer to www.ofgltd.com/disclaimer.