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Oxford's 2025 Annual Report

In our 2025 Annual Report, we highlight our core values: our commitment to clients, our dedication to independence and our focus on innovation.

independent financial advisor - Oxford Financial Group, Ltd.

Elite Wealth
Enhancement Services

Who We Serve

private wealth management - Oxford Financial Group, Ltd.

Dedicated Expert Leadership

private wealth management - Oxford Financial Group, Ltd.

Owners Working
with Owners, Families and Discerning Institutions®

Serving families and institutions in 36 states,
with seven offices across the country:

News & Insights

Could Boring Value Stocks Be the Real AI Winners?

The market’s AI narrative reeks of first-order thinking: “AI changes everything, so the companies building it must be the biggest winners.”

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Investment e.Perspective

Oxford’s
2025
Annual Report

In our 2025 Annual Report, we highlight our core values: our commitment to clients, our dedication to independence and our focus on innovation.

Read the
Annual Report

Legacy
in
Practice

Estate planning, when approached thoughtfully, is about preparing a family to carry forward its values, responsibilities and long-term vision.


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e.Insight

The Oxford Difference​

One of the largest independent RIA firms in the country with  special expertise in Bespoke Generational Solutions®, Aspirational Solutions and Diversifier Strategies.
To be eligible for Financial Advisor’s RIA Survey & Ranking, firms must be an independent registered investment advisor and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms complete and submit a survey, and each is represented in the final survey ranking. The annual ranking is based on the previous year’s assets for discretionary and nondiscretionary assets reported on Form ADV. Oxford did not pay a fee for inclusion in the rankings but did purchase the rights to reprint and utilize the ranking and logo.
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