| Source | Date | Title |
| Registered Rep Magazine |
07/2007
|
America's Top 100 RIAs
|
| Wealth Manager Magazine |
07/2007
|
The Seventh Annual "Top Dog" Report of Top Advisory Firms
|
| Indiana Business |
01/2007
|
“Earning the Fee” – Advantages of an independent, fee-only or fee-based financial advisory firm.
|
| Worth Magazine |
10/2006
|
The Top 100 Wealth Advisors
|
| Financial Advisor Magazine |
07/2006
|
The Golden Age of Growth: Our Inaugural Ranking of Leading RIA Firms
|
| Wealth Manager Magazine |
07/2006
|
Top Wealth Managers
|
| Bloomberg Wealth Manager |
07/2005
|
“Wealth Masters” – Bloomberg’s Top Wealth Managers
|
| Bloomberg Wealth Manager |
09/2005
|
“Varsity Crew”
|
| Bloomberg Wealth Manager |
09/2004
|
“Higher Ground” – Bloomberg’s first Multifamily Office Study
|
| Indianapolis Business Journal |
08/2004
|
Firm tries to ‘democratize’ private equity – Oxford Financial Groups’ Savile Row line of products allow some individuals to invest more like institutions
|
| Bloomberg Wealth Manager |
07/2004
|
“The Champions” – Bloomberg’s Top Wealth Managers
|
| Bloomberg Wealth Manager |
07/2003
|
“Top Dogs” – Bloomberg’s Top Wealth Managers
|
| Bloomberg Wealth Manager |
07/2002
|
“Best in Show” – Bloomberg’s Top Wealth Managers
|
| Bloomberg Wealth Manager |
07/2002
|
“Supporting Cast” (article profiling Oxford Financial Group
|
| Bloomberg Wealth Manager |
07/2001
|
"Cream of the Crop" -- Bloomberg's Top Wealth Managers
|
| Indiana Business Magazine |
12/2000
|
“The Inheritance Boom”
|