Atlanta – The newly rebranded Oxford Financial is announcing a core partnership expanding its reach across the US as well as sharpening Oxford’s services towards entrepreneurs, and small businesses.
ln 2018 Atlanta financial group, Integrous Investing rebranded itself as Oxford Financial. This was part of a larger restructuring in alliance with The Oxford Center for Entrepreneurs, a think- tank and empowerment group connecting today’s business leaders. That company founded by Cliff Oxford, CEO was recently sold to Advantage Media Group/Forbes Books and is one of the largest education, commerce and media platforms for second-stage business owners and high growth Entrepreneurs who want to grow fast to the next level and exit successfully. It is for emerging market and category leaders across all industries. The rebranded Oxford Financial has a direct funnel now to engage with Oxford Center’s members offering them a cadre of specialized wealth management and investment services.
“Clint, Jeff, Tony, and team earned the right to serve Entrepreneurs by first being Entrepreneurs themselves in a successful exit then exceeding the expectation of every Member In every engagement with their Legacy and Lifestyle financial guide for business owners to know their number,” said Cliff Oxford.
The Oxford Financial team is headed by Clint Gharib, CFEd®, AIF® an Accredited Investment Fiduciary; Tony Mowrer, Financial Planner CFEd® and Jeffery Schade, Financial Planner CFEd®. Oxford Financial made a smart business move aligning additional core relationships across the financial services spectrum for clients.
“As we’ve been grateful recipients of guidance from The Oxford Center and Cliff in particular, over many years, we’re thrilled to be a resource to other entrepreneurs to plan for their legacy and financial plans for their future. Aligning with Cliff and The Oxford Center for Entrepreneurs is a natural fit of thought leaders,” says Clint Gharib.
Clint Gharib and the Oxford Financial present yearly educational seminars, along with speaking at industry and business and entrepreneurial conferences across the US. Oxford Financial has locations in Georgia, Florida, and California. Neither the named broker-dealer(s) nor any of its affiliates offer tax or legal services. For a comprehensive review of your personal situation in these matters always consult your tax and/or legal advisor.
Oxford Financial is a full-service, independent team committed to supporting people pursuing their financial goals. Like the rarity of the word “integrous” in our motto, Oxford Financial itself is a bit of a rarity because we advise nearly as many other investment representatives as we do investors. We offer no proprietary products and have access to nearly every financial product and service for individuals and business owners available in the market today. We act as the “coach” for your team – bringing together “players” and strategies for your goals – but you own the “team” and make the final decisions. At Oxford Financial, we know our job is to help our clients make money, and we understand it is equally important to help them protect investments.
About Clint Gharib of Oxford Financial
Clint Gharib Accredited Investment Fiduciary – AIF® & Wealth Manager also holds Certified Financial Education certification (CFEd®) as well as life insurance licenses in many states across the United States. Clint is the recipient of multiple Five Star Wealth Manager Awards and was named Best Wealth Manager in Atlanta Magazine in 2009. In 2104 he was named Fast Growth Entrepreneur of the Year by the Oxford Center for Entrepreneurs in Atlanta. Clint’s life was forever changed when he was able to stay in college from gains made in the stock market. He has a passion for using the markets to accomplish dreams ever since. Mitigating risk has been and remains Clint’s obsession. Clint is a nationally recognized speaker and author, as seen on CNBC, Bloomberg, and The Wall Street Journal. Contact us to book Clint for a speaking engagement.
About Summit Brokerage & Cetera Investment Services, Inc.
Oxford Financial is an independent firm with securities offered through Summit Brokerage Services, Inc. Member FINRA & SIPC. Advisory services are offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Additional advisory services are offered separately through Summit Financial Group, Inc., a Registered Investment Adviser. Summit and its affiliates are under separate ownership from any other named entity.
The inclusion of a wealth manager in the FIVE STAR Wealth Manager Award, as well as any other referenced award, are based in part, on client response to the survey and additional criteria utilized by awarding organization which are not necessarily representative of the experience of all clients. The awards or ratings are not indicative of the wealth manager’s future performance or success.
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Media Contact Lee Alexander