ofgltd.comOxford Financial Group, Ltd™- Wealth Management & Registered Investment Advisor (RIA)

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Description:Oxford Financial Group, Ltd.™ is an independent, fee-only firm that has provided multigenerational estate planning advice and forward-thinking investment solutions to families and institutions for...

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Oxford Financial Group, Ltd™- Wealth Management & Registered Investment Advisor (RIA) Search Search Close this search box. About The Oxford Advantage Mission Statement Top Ranked RIA Privacy and Security Career Opportunities Annual Reports Leadership Managing Directors Jeffrey H. Thomasson, MBA, CFP® Kristina R. Baron, MBA Jarret D. Blum, CWS® Jason R. Brinks, CFP® Charles R. Carter, CFP®, CEPA Laura J. Clark, CFA Kevin W. Coquillette C. Richard Davis II, JD, CFP® Andrew D. Filauro, MBA Barton C. Francis, MST, CFP®, CIMA® Richard V. Hall, MBA, CFP®, CTFA, CWS®, CDFA® Nicholas S. Klein, MBA, CAIA Zachary S. Littleton, MBA Karen H. Mersereau, MST, CPA/PFS, CIMA®, CFP® Grayson E. Miller J. Parker Mitchell, MBA, CFA, CFP® Peter N. Reist, CPA/PFS, AIF® H. Tyler Rosser, JD, CFP® Josiah P. Sears, MA, CFP® Jeffery H. Stroman, CPA (Inactive) Lorelei M. Tolson, CPA/PFS, CFP®, CIMA®, CEPA, CExP™ Robert M. Twitchell, MBA, CFA S. Bowden Bo” Wilkins, C H FC®, CAP®, CLU® Tim E. Wittenbrook, CFP® Family Office Services Terrence M. LaBant, JD K. Paige Kirkland, JD, CFP® Scott M. Simmons, JD, LL.M. Kara J. Talbott, MSIA, CPA/PFS, CFP® Julia S. Weaver, JD, LL.M. Investment Management Group Kristina R. Baron, MBA Robert Bo” D. Ramsey III, JD, MBA, CFA, CAIA Ben A. Ault, MSc Daniel J. Ford, CFA, CAIA, PRM™ Cameron R. Johnson, MBA, CFA David M. Lewis, CFA, CAIA Jared A. Nishida, CFA Ty Schlobohm Ryan T. Shidler, CFA, CAIA Robert L. Webb, MBA, CFA Carl S. Jackson, MBA, CFA Senior Leadership Jeffrey H. Thomasson, MBA, CFP® Jarret D. Blum, CWS® Catherine E. Farley, CPA (Inactive) Terrence M. LaBant, JD Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCP Robert Bo” D. Ramsey III, JD, MBA, CFA, CAIA Services Investment Advisory Services Investment Philosophy Manager Selection Private Market Solutions Mayfair Capital Partners™ Oxford Investment Fellows Professional Fees Family Office Services Bespoke Generational Solutions ® Family Office Fellows M25 Counsel Swindon Transition Counsel ® TOFF.HD ® Professional Fees Private Family Services of Oxford ® Personal Financial Support Administrative Support Family Entity Support Philanthropic Support The Trust Company of Oxford TM Trustee Services Other Fiduciary Roles Professional Fees Institutional Consulting Services 401(k), 403(b) and Participant Directed Retirement Plans Committee-Directed Pension Plans Endowments and Foundations Co-Fiduciary and Fee-Only Business Model Retirement Plan Expertise Specialized Service Team Approach to Plan Investments Investment Policy Statement Development Insights News e.Newsletters e.Insight Investment e.Perspective e.Telegraph Videos Careers Contact Us Menu About The Oxford Advantage Mission Statement Top Ranked RIA Privacy and Security Career Opportunities Annual Reports Leadership Managing Directors Jeffrey H. Thomasson, MBA, CFP® Kristina R. Baron, MBA Jarret D. Blum, CWS® Jason R. Brinks, CFP® Charles R. Carter, CFP®, CEPA Laura J. Clark, CFA Kevin W. Coquillette C. Richard Davis II, JD, CFP® Andrew D. Filauro, MBA Barton C. Francis, MST, CFP®, CIMA® Richard V. Hall, MBA, CFP®, CTFA, CWS®, CDFA® Nicholas S. Klein, MBA, CAIA Zachary S. Littleton, MBA Karen H. Mersereau, MST, CPA/PFS, CIMA®, CFP® Grayson E. Miller J. Parker Mitchell, MBA, CFA, CFP® Peter N. Reist, CPA/PFS, AIF® H. Tyler Rosser, JD, CFP® Josiah P. Sears, MA, CFP® Jeffery H. Stroman, CPA (Inactive) Lorelei M. Tolson, CPA/PFS, CFP®, CIMA®, CEPA, CExP™ Robert M. Twitchell, MBA, CFA S. Bowden Bo” Wilkins, C H FC®, CAP®, CLU® Tim E. Wittenbrook, CFP® Family Office Services Terrence M. LaBant, JD K. Paige Kirkland, JD, CFP® Scott M. Simmons, JD, LL.M. Kara J. Talbott, MSIA, CPA/PFS, CFP® Julia S. Weaver, JD, LL.M. Investment Management Group Kristina R. Baron, MBA Robert Bo” D. Ramsey III, JD, MBA, CFA, CAIA Ben A. Ault, MSc Daniel J. Ford, CFA, CAIA, PRM™ Cameron R. Johnson, MBA, CFA David M. Lewis, CFA, CAIA Jared A. Nishida, CFA Ty Schlobohm Ryan T. Shidler, CFA, CAIA Robert L. Webb, MBA, CFA Carl S. Jackson, MBA, CFA Senior Leadership Jeffrey H. Thomasson, MBA, CFP® Jarret D. Blum, CWS® Catherine E. Farley, CPA (Inactive) Terrence M. LaBant, JD Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCP Robert Bo” D. Ramsey III, JD, MBA, CFA, CAIA Services Investment Advisory Services Investment Philosophy Manager Selection Private Market Solutions Mayfair Capital Partners™ Oxford Investment Fellows Professional Fees Family Office Services Bespoke Generational Solutions ® Family Office Fellows M25 Counsel Swindon Transition Counsel ® TOFF.HD ® Professional Fees Private Family Services of Oxford ® Personal Financial Support Administrative Support Family Entity Support Philanthropic Support The Trust Company of Oxford TM Trustee Services Other Fiduciary Roles Professional Fees Institutional Consulting Services 401(k), 403(b) and Participant Directed Retirement Plans Committee-Directed Pension Plans Endowments and Foundations Co-Fiduciary and Fee-Only Business Model Retirement Plan Expertise Specialized Service Team Approach to Plan Investments Investment Policy Statement Development Insights News e.Newsletters e.Insight Investment e.Perspective e.Telegraph Videos Careers Contact Us Secure client login Search Search About The Oxford Advantage Mission Statement Top Ranked RIA Privacy and Security Career Opportunities Annual Reports Leadership Managing Directors Jeffrey H. Thomasson, MBA, CFP® Kristina R. Baron, MBA Jarret D. Blum, CWS® Jason R. Brinks, CFP® Charles R. Carter, CFP®, CEPA Laura J. Clark, CFA Kevin W. Coquillette C. Richard Davis II, JD, CFP® Andrew D. Filauro, MBA Barton C. Francis, MST, CFP®, CIMA® Richard V. Hall, MBA, CFP®, CTFA, CWS®, CDFA® Nicholas S. Klein, MBA, CAIA Zachary S. Littleton, MBA Karen H. Mersereau, MST, CPA/PFS, CIMA®, CFP® Grayson E. Miller J. Parker Mitchell, MBA, CFA, CFP® Peter N. Reist, CPA/PFS, AIF® H. Tyler Rosser, JD, CFP® Josiah P. Sears, MA, CFP® Jeffery H. Stroman, CPA (Inactive) Lorelei M. Tolson, CPA/PFS, CFP®, CIMA®, CEPA, CExP™ Robert M. Twitchell, MBA, CFA S. Bowden Bo” Wilkins, C H FC®, CAP®, CLU® Tim E. Wittenbrook, CFP® Family Office Services Terrence M. LaBant, JD K. Paige Kirkland, JD, CFP® Scott M. Simmons, JD, LL.M. Kara J. Talbott, MSIA, CPA/PFS, CFP® Julia S. Weaver, JD, LL.M. Investment Management Group Kristina R. Baron, MBA Robert Bo” D. Ramsey III, JD, MBA, CFA, CAIA Ben A. Ault, MSc Daniel J. Ford, CFA, CAIA, PRM™ Cameron R. Johnson, MBA, CFA David M. Lewis, CFA, CAIA Jared A. Nishida, CFA Ty Schlobohm Ryan T. Shidler, CFA, CAIA Robert L. Webb, MBA, CFA Carl S. Jackson, MBA, CFA Senior Leadership Jeffrey H. Thomasson, MBA, CFP® Jarret D. Blum, CWS® Catherine E. Farley, CPA (Inactive) Terrence M. LaBant, JD Sue A. McMillen, MBA, SPHR®, CEBS, SHRM-SCP Robert Bo” D. Ramsey III, JD, MBA, CFA, CAIA Services Investment Advisory Services Investment Philosophy Manager Selection Private Market Solutions Mayfair Capital Partners™ Oxford Investment Fellows Professional Fees Family Office Services Bespoke Generational Solutions ® Family Office Fellows M25 Counsel Swindon Transition Counsel ® TOFF.HD ® Professional Fees Private Family Services of Oxford ® Personal Financial Support Administrative Support Family Entity Support Philanthropic Support The Trust Company of Oxford TM Trustee Services Other Fiduciary Roles Professional Fees Institutional Consulting Services 401(k), 403(b) and Participant Directed Retirement Plans Committee-Directed Pension Plans Endowments and Foundations Co-Fiduciary and Fee-Only Business Model Retirement Plan Expertise Specialized Service Team Approach to Plan Investments Investment Policy Statement Development Insights News e.Newsletters e.Insight Investment e.Perspective e.Telegraph Videos Careers Contact Us About The Oxford Advantage Mission Statement Top Ranked RIA Privacy and Security Career Opportunities Annual Reports Leadership Managing Directors Jeffrey H. Thomasson, MBA, CFP® Kristina R. Baron, MBA Jarret D. Blum, CWS® Jason R. Brinks, CFP® Charles R. Carter, CFP®,...

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