About Us
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Oxford Financial Group is the Midwest's leading independent wealth management advisory firm serving affluent families, individuals and institutions. We provide clients with customized innovative wealth enhancement solutions via traditional investments and a strong alternative investment platform.
With oversight on more than $13 billion* in assets for our approximately 600 client relationships, Oxford is one of the largest registered investment advisor (RIA) firms in the country and is the premier multifamily office in the Midwest. The Trust Company of Oxford is also one of the largest trust companies in the Midwest.
Oxford presently serves clients in 34 states and has territorial regions of Indiana, Illinois, Michigan, Minnesota, Ohio, Kentucky, Tennessee, Missouri, Arizona, Texas and Florida.
Objectivity and Independence - Our Cornerstones
At Oxford, our ongoing mission is always to be objective, independent and completely client-focused. To preserve our objectivity and independence, we do not have any affiliations with banks, investment managers, broker/dealers, or administrative service providers. Additionally, to ensure that the needs of our clients will always remain the singular focus of what we do, Oxford developed the "Open Architecture" approach to wealth management consulting long before it was fashionable to use this phrase. Simply stated, where other wealth advisory firms with "closed platforms" or "partially open architecture" have economic incentives to steer client assets into their own internally-managed investment products when building portfolios, Oxford does not sell products and we do not accept any commissions that might influence the recommendations we provide. Oxford’s "Open Architecture" approach allows us to create optimal solutions for our clients, using a completely open universe of mutual funds, separate account managers, investment partnerships and other vehicles.
*Assets Under Advisement or Oversight-total assets for which Oxford provides regular supervisory services, including assets under management.