National Expertise - Regional Focus

Oxford Financial Group, Ltd. is an independent, fee-only multifamily office that has provided families and institutions generational estate planning advice and forward thinking investment strategies for over 25 years.  With oversight on more than $13 billion* in assets for our approximately 600 client relationships, Oxford is the premier multifamily office in the Midwest and one of the largest in the country with additional services available to its clients through The Trust Company of Oxford, one of the largest trust companies in the Midwest. Headquartered in Indianapolis, Indiana, Oxford Financial Group, Ltd. serves clients in 34 states and 11 territorial regions.

*Assets Under Advisement or Oversight-total assets for which Oxford provides regular supervisory services, including assets under management.

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  • Family Office Services
  • Investment Services
  • Trust Company
  • Alternative Investments