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 individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and other businesses. The firm provides discretionary and non-discretionary portfolio management, standalone financial planning and consulting, and retirement plan consulting services. The firm constructs customized allocations across exchange-listed securities, mutual funds, bonds, ETFs and, when appropriate, unaffiliated independent managers, with ongoing monitoring and rebalancing tied to client objectives. Oxford Planning Group offers both discretionary and non-discretionary engagements and uses an eMoney client portal to aggregate assets for planning purposes, while clarifying that assets shown but not managed by the firm remain under the client’s or other advisors’ control. Noteworthy features for a firm of this size include the availability of separate, standalone planning engagements billed independently from AUM-based management and a retirement-plan consulting practice that can include participant education and some discretionary plan services. The firm commonly recommends third-party independent managers, maintains an institutional custodial relationship that supplies operational and technology support, does not vote client proxies, and discloses potential conflicts tied to margin usage and custodial service arrangements.

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.