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Carmel, Indiana 46032

P.O. Box 80238
Indianapolis, Indiana 46280-0238

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News — Oxford in the News
Stay current on all the latest Oxford news.
Check back regularly, as new articles will be added.
- January 16, 2012
Oxford Financial Group Press Release
“PayLink Mayfair, Inc. Acquires PayLink Payment Plans, LLC, Through Investment Entity Created and Led by Oxford Financial Group, Ltd.”
- January 5, 2012
Financial Planning Magazine
“Oxford Financial Group's 'First-Tee' People Strategy”
- January 1, 2012
Financial Planning Magazine
“The Largest RIAs Race To Scale”
Oxford's CEO and Managing Director, Jeffrey H. Thomasson, featured in Financial Planning Magazine.
- January 1, 2012
Financial Planning Magazine
“Financial Planning Magazine Names Top 50 RIAs”
Oxford Financial Group, Ltd. ranked #2 in the country.
- December 1, 2011
December - January Worth Magazine
“How do I Invest in Commodities, Natural Resources and other Real Assets?”
- November 28, 2011
PR NewsWire
“Managing Director, Michael S. McHugh, Earns the Certified Exit Planning Advisor (CEPA) Credential.”
- October 23, 2011
Investment News
“Value Stocks Best Bet to Navigate Choppy Seas”
- October 1, 2011
October - November Worth Magazine
“How do I choose a guardian? Should that person also serve as personal representative and/or trustee?”
- September 28, 2011
Financial Advisor Magazine
“Due Diligence Key To Protecting Clients From European Debt Crisis ”
Mark M. Green, CFA, featured in FA Magazine.
- September 14, 2011
RIABiz
“Giant Indiana RIA is the latest to take a bite out of Wells Fargo's UHNW unit”
- September 13, 2011
Oxford Financial Group Press Release
“Lowry Hill Partners Join Oxford Financial Group in Minneapolis and Chicago Offices”
- September 6, 2011
Forbes
“How To Make Cold Calls Pay Off”
Jeffrey H. Thomasson, CEO and Managing Director of Oxford Financial Group, Ltd., featured in Forbes' "Secrets of the Self-Made".
- August 15, 2011
Worth Magazine
“What tools are available to investors to help defend portfolios against inflation?”
- August 12, 2011
“Robert L. Schaefer, CFA, CFP® to speak at the InvestmentNews Alternative Investments Conference in Chicago on October 3”
Alternative Approaches to Equity and Debt - and New Ways to Include Commodity Exposure
- August 9, 2011
Advisor One
“2011 Top Wealth Manager Rankings”
Oxford Financial Group, Ltd. named #1 in the country.
- August 8, 2011
Bloomberg Markets Magazine
“The Top 50 Family Office Firms”
Oxford Financial Group, Ltd. ranked #12 in the country.
- August 8, 2011
Bloomberg Markets Magazine
“Top Firms by Asset Growth”
Oxford Financial Group, Ltd. ranked #3 in the country.
- July 28, 2011
Bloomberg
“Dynasty Trusts Let U.S. Wealthy Duck Estate, Gift Taxes Forever”
Oxford's CEO and Managing Director, Jeffrey H. Thomasson, may pass on more than $100 million to heirs using an estate-planning strategy for avoiding gift and estate taxes.
- July 1, 2011
Financial Advisor Magazine
“2011 RIA Ranking”
Oxford Financial Group, Ltd. ranked #4 in the country.
- July 1, 2011
Registered Rep Magazine
“Value-Added Service: Top 50 Wealth Manager RIAs”
Oxford Financial Group, Ltd. ranked #6 in the country.
- June 1, 2011
Worth Magazine
“My family wants to set up a foundation. What should we take into account now to minimize conflicts in the future?”
- May 11, 2011
“Mark M. Green, CFA to speak at Innovative Alternative Strategies conference in Chicago on June 21-22. ”
- April 2, 2011
Indianapolis Business Journal
“Who's Who in Banking and Finance”
- April 1, 2011
Worth Magazine
“What are common mistakes individuals make after inheriting an estate?”
- March 21, 2011
“Robert L. Schaefer, CFA, CFP® to speak at Innovative Real Estate Strategies Conference on March 28”
- March 15, 2011
RIA Ranking ~ Investment News
“Top fee-only RIAs ranked by relative growth in discretionary AUM”
- February 1, 2011
Worth Magazine
“What are common mistakes that even seasoned investors make?”
- January 24, 2011
“Oxford Financial Group Acquires Crowe Wealth Management: Will Maintain Office in Grand Rapids”
- January 13, 2011
Forbes.com
“One of the most successful RIAs in the country is making hay in America’s bread basket.”
- December 1, 2010
Worth Magazine
“How do I assess my risk tolerance when it comes to investing?”
- November 11, 2010
Financial Advisor Magazine
“Inside Oxford – How Jeff Thomasson built Oxford Financial Group into a powerhouse”
- October 1, 2010
Michigan Avenue Magazine
“Meet four Chicago businessmen who manage colossal cash heaps, including Oxford’s Charles Heekin.”
- October 1, 2010
Investments & Wealth Monitor
“Asset Protection by Lorelei M. Tolson, CPA/PFS, CFP®, CIMA ”
- October 1, 2010
Worth Magazine
“What does it really mean to be an independent financial advisor?”
- June 10, 2010
“Goldman Sachs, Tim Donaghy & Conflicts of Interest by Robert M. Twitchell, CFA”
- May 15, 2009
Cincinnati Business Courier
“Investment Roundtable”
- March 6, 2009
Cincinnati Business Courier
“Wealth Protection Roundtable”
- January 22, 2009
Nonprofit News
“Profile: Mark Green, CIO, Oxford Financial Group ”
- January 1, 2009
Indianapolis Business Journal
“Keeping CALM in the STORM Emotional investors look to therapists, wealth managers”
- October 13, 2008
Indianapolis Business Journal
“ECONOMY: Crisis pits market timing against time in the market”
- October 6, 2008
Indianapolis Business Journal
“Top wealth advisers eye opportunities for investment gains, tax savings in wake of recent Wall Street unrest”
- October 1, 2008
Trust & Estates
“Top 100 RIAs in America”
- July 1, 2008
Wealth Manager Magazine
“The Eighth Annual "Top Dog" Report of Top Advisory Firms”
- July 1, 2008
Registered Rep Magazine
“America's Top 100 RIAs”
- July 1, 2008
Trust & Estates
“Gift Tax Nightmares”
- October 3, 2007
“Oxford Hires Robert W. Hauswirth to Launch Chicago Office”
- July 31, 2007
“Oxford Financial Ranked #1 Registered Investment Advisor in Nation”
- July 9, 2007
“Lorelei Tolson Joins Oxford Financial Group, Ltd.”
- July 1, 2007
Wealth Manager Magazine
“The Seventh Annual "Top Dog" Report of Top Advisory Firms”
- July 1, 2007
Registered Rep Magazine
“America's Top 100 RIAs”
- May 15, 2007
“Rick Davis, Formerly of Davis Homes, Joins Oxford”
- January 1, 2007
Indiana Business
“Earning the Fee”
Advantages of an independent, fee-only or fee-based financial advisory firm.
- October 1, 2006
Worth Magazine
“The Top 100 Wealth Advisors”
- September 29, 2006
“Oxford Financial Group Recognized by Worth Magazine”
- September 8, 2006
“Oxford Names Mark M. Green New Chief Investment Officer”
- August 30, 2006
“Oxford Financial Group Announces Parkway Purchase”
- July 1, 2006
Financial Advisor Magazine
“The Golden Age of Growth: Our Inaugural Ranking of Leading RIA Firms”
- July 1, 2006
Wealth Manager Magazine
“Top Wealth Managers”
- September 1, 2005
Bloomberg Wealth Manager
“Varsity Crew”
- July 1, 2005
Bloomberg Wealth Manager
“Wealth Masters”
Bloomberg’s Top Wealth Managers
- September 1, 2004
Bloomberg Wealth Manager
“Higher Ground”
Bloomberg’s first Multifamily Office Study
- August 23, 2004
Indianapolis Business Journal
“Firm tries to ‘democratize’ private equity”
Oxford Financial Group’s Savile Row line of products allow some individuals to invest more like institutions
- July 1, 2004
Bloomberg Wealth Manager
“The Champions”
Bloomberg’s Top Wealth Managers
- July 1, 2003
Bloomberg Wealth Manager
“Top Dogs”
Bloomberg’s Top Wealth Managers
- July 1, 2002
Bloomberg Wealth Manager
“Best in Show”
Bloomberg’s Top Wealth Managers
- July 1, 2002
Bloomberg Wealth Manager
“Supporting Cast”
article profiling Oxford Financial Group
- July 1, 2001
Bloomberg Wealth Manager
“Cream of the Crop”
Bloomberg's Top Wealth Managers
- December 1, 2000
Indiana Business Magazine
“The Inheritance Boom”