A complete list of active advisors currently associated with Oxford Wealth Management

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

Oxford Wealth Management provides investment advisory, financial planning, consulting, and retirement-plan services to individuals, high net worth families, trusts, IRAs, business entities and employee retirement plans. The firm works with clients on both discretionary and non‑discretionary mandates and offers consolidated reporting and monitoring services tied to a client’s Investment Plan. Oxford’s investment process emphasizes macroeconomic research and a tailored Investment Plan that guides allocations across equities, fixed income, mutual funds/ETFs, options and select Alternative Investments. The firm monitors portfolios periodically (typically quarterly) and requires that any allocations to private or other Alternative Investments be pursued on a non‑discretionary basis with client authorization and direct execution of subscription documents. Compared with many peers, Oxford discloses relationships and activities that may affect client recommendations: some representatives are licensed to sell life insurance and may receive commissions, the firm is affiliated with Family Office Tax which provides tax preparation and consulting, and it may recommend affiliated private funds. The firm also offers ERISA plan advisory services and may engage sub‑advisers, all while operating with a relatively small client base and a recent founding date.

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