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Oxford Planning Group, LLC

EST. AUM
$112,914,960

CONTACTS

CLIENT ACCOUNTS
98

Firm Details

Metro area Baltimore
CRD Number 286017
Website oxfordplanning.com
Client types

Overview

Oxford Planning Group, LLC is an independent registered investment adviser headquartered in Woodstock, Maryland. The limited liability company was formed in November 2016 and began its Maryland investment-adviser registration in January 2017. It serves individuals, high-net-worth households, pension and profit-sharing plans, charitable organizations and businesses. Its services include discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement planning, estate-planning coordination and qualified-plan consulting.

Platform Details

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Alternative Activity

Address

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

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