Oxford Financial Group Ltd

Oxford Financial Group, Ltd. is a privately held company based in Carmel, Indiana. Employing 173 people, Oxford Financial Group, Ltd. is one of the largest independent Registered Investment Advisors (RIAs) in the United States. The firm manages approximately $31.53 billion in assets under advisement as of December 31, 2021. Oxford Financial Group, Ltd. offers investment solutions and multi-generational estate planning advice to high-net-worth families and institutions across the country. They specialize in three key areas: Bespoke Generational Solutions, Aspirational Solutions, and Diversifier Strategies. With over 42 years of experience, Oxford serves over 700 significant families and prodigious institutional clients in 35 states. The firm distinguishes itself as a fee-only advisor, meaning that they are compensated directly by their clients rather than through commissions or other revenue-sharing arrangements. This structure allows Oxford to prioritize their clients' interests and provide unbiased financial advice. Clients can learn more about Oxford Financial Group, Ltd. and their services through their website, ofgltd.com, where they will also find disclaimers regarding the information provided.