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

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

Oxford Planning Group serves individual and high-net-worth clients as well as pension and profit‑sharing plan sponsors, charitable organizations, and businesses. The firm offers discretionary and non‑discretionary investment management, stand‑alone financial planning and consulting, and retirement plan consulting services. The firm customizes portfolios to client objectives and typically allocates across exchange‑listed securities, mutual funds, bonds, ETFs and, when appropriate, unaffiliated independent managers, with ongoing monitoring and rebalancing. Its analytic approach combines fundamental analysis with charting and technical methods, and it provides clients access to an eMoney platform to view household assets (not all of which the firm manages). Noteworthy differences from many peers include its recent filing to register with the SEC and its relatively small adviser team managing approximately $113 million for about 93 clients, which the brochure frames in terms of service and oversight. The brochure also highlights less common operational details — retirement‑plan participant education and independent manager selection, the firm’s treatment of margined assets when calculating fees, and institutional support received from its primary custodian — each disclosed as a potential source of conflict the firm monitors.

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