A complete list of active advisors currently associated with OxenFree Financial

Warmer can help you find a great advisor at OxenFree Financial or one who fits your needs even better.

OxenFree Financial provides investment advisory services to individuals (including both non‑high‑net‑worth and high‑net‑worth clients), as well as charities and businesses. The firm offers discretionary portfolio management, asset allocation, financial planning and consulting, financial coaching programs, and educational workshops, and it also facilitates the preparation of estate planning documents through a third‑party platform. The firm generally implements tailored, discretionary management and may use model portfolios from unaffiliated managers, with primary allocations to mutual funds and ETFs; accounts are monitored on an ongoing basis with at least quarterly reviews. OxenFree discloses that tax efficiency is not the primary management objective and may facilitate IRA rollovers and introductions to third‑party tax specialists when appropriate. OxenFree is uncommon among peers for having an affiliated accounting and tax preparation entity under common ownership and for facilitating advanced tax strategy services and estate‑planning documents through third‑party providers, arrangements for which it may receive compensation and for which it has disclosed conflict‑management policies. Founded in 2023, the team of eight advisors manages roughly $250 million for about 941 clients and routinely directs clients to specific custodians for execution and custody.

To learn more about the advisors currently working at OxenFree Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.