Oxford Financial Group, Ltd.

Firm Overview:

Oxford Financial Group, Ltd.™ is the premier multi-family office in the Midwest and has been named the #1 Registered Investment Advisor (RIA) by Financial Planning magazine for each of the last five years (based upon assets under management). One of the largest independent RIA firms in the country with oversight of approximately $23.5 billion in assets under advisement (which includes assets under management), Oxford has 21 Managing Directors in five market offices who serve over 700 family and institutional clients in 37 states. Oxford is an independent, fee-only firm that is privately held by its partners and has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 36 years. With special expertise in Aspirational Solutions and Niche Growth Strategies, Oxford specializes in serving clients with net worth above $5 million.

Services and/or Products:

Oxford’s independence and private ownership enhances our ability to provide unbiased and objective financial and wealth management advice through personalized service and expert financial counseling to high net worth families and select institutions. Oxford has no products, only best-in-class counsel—putting our clients, at the heart of our business. Oxford is expansive enough to offer a complete range of services and access to global investment management opportunities, as well as world-class investment research. Our size also affords us extraordinary access to top-tier money managers in areas such as private equity, real estate, hedge funds, and traditional asset classes. Oxford has been nationally ranked #1 in Financial Planning magazine’s list of Top RIA Firms for five years running. Our top ranking allows us to attract the best talent in the industry, have a thorough depth of technical resources internally and access Aspirational investment solutions on behalf of our clients.

Past/Current Involvement with the Goering Center:

Oxford has been a long-time supporter of the Goering Center and started serving as a Corporate Partner in 2018.

Special Offer for Goering Center Core Members:

Oxford will provide a free consultation on investment asset allocation to qualified members of the Goering Center.

Contact Information:

Garett R. Feldkamp, MBA, CWS | gfeldkamp@ofgltd.com

Tim E. Wittenbrook, CFP® | twittenbrook@ofgltd.com

513-246-8000
221 East Fourth Street, Suite 2305
Cincinnati, Ohio 45202
ofgltd.com
Year Firm Founded: 1981