The Oxford Advantage
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At Oxford, we believe that our private ownership and independence enhance our ability to provide unbiased and objective advice -- putting the client at the heart of our business.
Independence
Oxford is truly a fee-only wealth advisor—we do not sell products and we do not receive any commission fees or kick-backs. We do not have any affiliations with banks, investment managers, broker/dealers or administrative service providers.
Private Ownership
Oxford is an organization that is committed to the communities and clients in which we serve and one that has pride in our independence, objectivity and thoughtful counsel for families and institutions that trust us with their net worth. Our desire is to keep perpetual focus on this great legacy for generations two, three, four and beyond. This commitment is unwavering.
Results Oriented
A true partnership does not stop at the recommendation. We work diligently with our clients on the implementation and monitoring of each strategic recommendation against agreed upon objective matrices.
Client Satisfaction
Our dedication and commitment to providing exceptional service has resulted in enduring client relationships. We are continually working to exceed our client’s expectations.
Expertise
The depth of expertise among our personnel is one of our competitive advantages. Our staff includes teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.