Oxford Financial Group, Ltd.

ofgltd.com

Oxford Financial Group, Ltd.™ is one of the largest independent RIA firms in the country with oversight of approximately $31.53 billion in assets under advisement (which includes assets under management). Oxford has 18 managing directors who serve over 700 significant families and prodigious institutional clients in 35 states. Oxford is an independent, fee-only firm that is privately held by its partners, with special expertise in bespoke generational solutions, aspirational solutions, and diversifier strategies. Oxford has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 42 years.