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

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

Oxford Wealth Group provides ongoing investment advisory and portfolio management and financial planning to individuals (including high‑net‑worth clients), retirement plans, corporations, trusts, and estates. Its services include discretionary model‑based asset management, retirement income planning, written financial plans and occasional non‑discretionary advice; the firm serves as a fiduciary for retirement accounts under ERISA/IRC when applicable. The firm typically places client assets into model portfolios overseen by an Oxford Wealth financial professional and implemented by third‑party sub‑advisers or platform providers, with ongoing monitoring and the ability for clients to impose reasonable investment restrictions. Oxford Wealth describes a goals‑based approach that can lead to differing allocations across household accounts (for tax or concentration purposes) rather than a one‑size‑fits‑all diversification strategy. A distinctive feature is the firm’s affiliation with Oxford Advisory Group, a licensed insurance agency; many of the firm’s investment adviser representatives are also licensed insurance agents and may recommend and receive commissions for life, health, long‑term care products and fixed annuities, separate from advisory fees. The brochure discloses these potential conflicts of interest and notes the firm’s Code of Ethics and policies to mitigate conflicts while relying on third‑party custodians and sub‑advisers to implement investment strategies.

To learn more about the advisors currently working at Oxford Wealth 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.