Oxford Financial Group

EST. AUM
$23,330,849,733

CONTACTS
17

CLIENT ACCOUNTS
6,593

Firm Details

Metro area Indianapolis
CRD Number 105303
Website ofgltd.com
Client types

Overview

Oxford is an independent, fee-only firm, privately held by its partners. It has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 39 years. Oxford specializes in serving clients with a net worth above $5 million, with special expertise in Bespoke Generational Solutions, Aspirational Solutions, and Niche Growth Strategies.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Oxford Financial Group

Platform Details

Investment Preferences

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Address

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