A complete list of active advisors currently associated with Oxford Capital

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

Oxford Capital Management LLC serves individual and high‑net‑worth clients with investment coaching for employer‑sponsored retirement plans and a broad set of financial planning services, including business planning, cash‑flow and debt management, college savings, estate planning, insurance review, and retirement planning. The firm states it provides portfolio management only through a single wrap‑fee program for client assets custodied at Charles Schwab. The firm develops individualized investment policies and implements portfolios using asset‑allocation principles and Modern Portfolio Theory, combining passive and active vehicles and fundamental analysis of funds and securities. For employer retirement plan coaching the adviser makes recommendations but will not accept direct trading access, while accounts enrolled in the wrap program are managed on a discretionary basis under a limited power of attorney. A noteworthy feature is that Oxford exclusively operates a wrap‑fee program for portfolio management and requires use of its Schwab‑based program for managed accounts, a sponsor arrangement that is relatively uncommon among independent advisers. The firm also highlights advisory work for business owners and the use of standing letter‑of‑authorization arrangements to facilitate client‑directed transfers, which may set it apart from similarly sized peers.

To learn more about the advisors currently working at Oxford Capital, 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.