What We Stand For
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 it.
As registered Investment Adviser Representatives, my team and I are required by law to adhere to the fiduciary standard, which means we must act in the best interest of our clients. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients. Prudence and perspective govern our decision making. Our stated investment philosophy is “Risk management is paramount to investment success.” We do not, and will not, offer any proprietary products.
Every member of Oxford Financial shares a passion for helping clients and the ideal that ethics should govern every action.
Coaches have helped you your whole life, in ways big and small. We serve as our clients’ investment coach, and we'd like to work for you too.
Have Questions for Oxford Financial?
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.