A complete list of active advisors currently associated with Oxford Martin, LLC

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

Oxford Martin provides discretionary investment management and financial planning for individual clients, including high‑net‑worth households. The firm offers ongoing portfolio supervision, retirement‑account advice (including rollover guidance) and standalone financial planning engagements. Portfolios are constructed with an emphasis on individual stocks, supplemented as needed with low‑cost mutual funds, ETFs and bonds, and the firm applies a mix of fundamental, technical and cyclical analysis. Strategies are generally long term but the firm may trade more actively for rebalancing, tax harvesting or to adjust sector and asset‑class exposures. Notably, Oxford Martin discloses a primary focus on direct stock selection and the retention of legacy positions when appropriate for tax or fit reasons, and the brochure references consideration of higher‑risk investments such as digital assets for suitable clients. The firm manages modest assets (roughly $25 million across about 54 accounts), maintains an institutional custodial relationship that provides technology and support, and its principal’s background includes tax and investment‑support experience that informs its planning and tax‑aware recommendations.

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