OXFORD FINANCIAL GROUP
Oxford Financial Group is a multifamily office that provides independent financial and wealth management advice through personalized service and expert financial counseling to high net worth families and select institutions. At Oxford, they believe their independence and private ownership enhance their ability to provide you with unbiased and objective advice—putting you, their clients, at the heart of their business.
OXFORD FINANCIAL GROUP
Social Links:
Industry:
Consulting Financial Services Wealth Management
Founded:
1981-01-01
Address:
Carmel, Indiana, United States
Country:
United States
Website Url:
http://www.ofgltd.com
Total Employee:
101+
Status:
Active
Contact:
+1 317 843 5678
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics LetsEncrypt Apple Mobile Web Clips Icon Google Tag Manager WordPress
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Current Advisors List
Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2022-03-15 | Tile Redi | Tile Redi acquired by Oxford Financial Group | N/A |
| 2018-05-21 | Innovative DisplayWorks | Innovative DisplayWorks acquired by Oxford Financial Group | N/A |
Official Site Inspections
http://www.ofgltd.com Semrush global rank: 1.97 M Semrush visits lastest month: 10.86 K
- Host name: 30.236.197.104.bc.googleusercontent.com
- IP address: 104.197.236.30
- Location: United States
- Latitude: 38.6583
- Longitude: -77.2481
- Timezone: America/New_York
More informations about "Oxford Financial Group"
About | Wealth Management & Investment Advisory
Feb 3, 2023 Transform Your Wealth Strategy! Experience World-Class Investment Advisory & Family Office Services from Oxford. Secure Your Legacy & Enjoy Financial Freedom with Expert Guidance!See details»
The Oxford Difference - Oxford Financial Group Annual Report
In our view, Oxford’s distinctive edge is framed by three pillars: talent, culture and community. These pillars form the foundation of what makes Oxford exceptional, setting it apart in the …See details»
CEO Letter - Oxford Financial Group Annual Report - 2024
Nov 29, 2023 It must permeate every interaction, both internal and external, within our organization. To reinforce this cultural commitment, Jeff Stroman and I, along with a few other …See details»
Conclusion - Oxford Financial Group Annual Report
We’ve worked diligently to ensure a smooth transition in leadership, both at the executive level and across the organization. Individuals like our Co-Managing Partners, Bo Ramsey, JD, MBA, CFA, CAIA and Kristina Baron, MBA, are …See details»
“True nobility is being superior to your former self.” — Ernest …
For the organization to become the national and significant wealth management firm for affluent families and institutional clients it is today. It all started in a meaningful way with these five …See details»
Oxford Financial Group - Overview, News & Similar companies
Aug 7, 2023 Oxford Financial Group contact info: Phone number: (317) 843-5678 Website: www.ofgltd.com What does Oxford Financial Group do? Oxford Financial Group, Ltd. is the …See details»
Conclusion - Oxford Financial Group Annual Report - 2022
From the moment we hung our shingle, we had a vision to build an organization working with clients like you. We hope through this year’s annual report you gained a better sense of how …See details»
Leadership - Oxford Financial Group Annual Report - 2024
H. Tyler Rosser, JD, CFP®Managing Director View Bio Andrew D. Filauro, MBAManaging Director View Bio Grayson E. MillerManaging Director View Bio Nicholas S. Klein, MBA, …See details»
CEO Letter - Oxford Financial Group Annual Report - 2023
It all started in a meaningful way with these five Partners. Of course, just like any growing organization, we did occasionally have differences of opinions, but we got through them and …See details»
Investment Advisory Services - Oxford Financial Group, Ltd.™
Revolutionize Your Finances with Oxford’s Expert Investment Advisory Services! See How Our Unique Approach and Exclusive Opportunities Can Elevate Your Portfolio to New Heights. …See details»
Conclusion - Oxford Financial Group Annual Report - 2023
The opposition our founders encountered in the early years never seemed insurmountable, nor does it today. We embrace the teaching moments that allow our organization to get better and …See details»
Home - Oxford Financial Group Annual Report - 2019
Home - Oxford Financial Group Annual Report - 2019 ... Download PDFSee details»
Annual Reports - Oxford Financial Group, Ltd.™
📈 Unveiling Oxford's 2024 Annual Report! Explore the core beliefs driving our success and get a glimpse into the future of wealth management.See details»
2024 ANNUAL REPORT “Always deliver more than expected
Values and actions that drive our organization. It reflects our dedication to making a difference in the world of work and beyond. 7 a mechanism for associates to recognize outstanding work …See details»
Leadership - Oxford Financial Group Annual Report - 2023
Ty SchlobohmManaging Director, Mayfair Capital Partners TM View Bio Robert M. Twitchell, MBA, CFAManaging Director View Bio Charles R. Carter, CFP ®, CEPA,Managing Director …See details»
Home - Oxford Financial Group Annual Report - 2022
2022 © Oxford Financial Group, Ltd. All Rights Reserved. ×See details»
Associate Outreach Programs - Oxford Financial Group Annual …
These programs are an important part of who Oxford is and who we aspire to be as an organization. Future plans include the extension of our outreach programs to our new brick …See details»
Senior Leadership - Oxford Financial Group, Ltd.™ - ofgltd.com
Senior Leadership Our highly qualified management team allows us to professionally manage the business while our Managing Directors focus on providing excellence in client service.See details»
Special Feature - Oxford Financial Group Annual Report - 2023
PRIVATE EQUITY AND DIVERSIFIER STRATEGIES More than 20 years ago, Oxford recognized the potential of nontraditional investment approaches to enhance client outcomes. As a result …See details»