Bloomfield Hills, MI 40905 Woodward Ave Office

Oxford Harriman Private Wealth Management is an SEC-registered advisory firm that states it serves individuals, high‑net‑worth clients, trusts, estates, pension plans, and business entities. Its brochure describes a range of services including asset and comprehensive portfolio management, standalone financial planning and consulting, retirement plan consulting, and referrals to third‑party money managers.

The firm’s materials describe a tailored, multi‑asset investment approach that may include individual stocks, bonds, ETFs, mutual funds, options, alternative investments and private placements, with continuous monitoring and rebalancing. It also explains use of third‑party managers and model portfolios (including affiliate‑created models), and reliance on custodial and platform services such as Schwab, Wells Fargo and Betterment for execution, custody and retirement plan administration.

Several features cited in the brochure are uncommon for firms in this regulatory category: OHCPWM sponsors wrap fee programs through multiple custodians, discloses affiliations with an insurance agency and an affiliated tax preparation business, and offers financial planning billed on hourly and flat‑fee bases as well as the ability to select or refer other advisers. The brochure also notes the firm’s use of affiliate models and co‑adviser arrangements, and that it currently reports no regulatory assets under management and does not act as a private fund adviser.