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Oxford Financial Group, Ltd.™ is the premier multi-family office in the Midwest and has been named the #1 Registered Investment Advisor (RIA) by Financial Planning magazine for each of the last five years (based upon assets under management). One of the largest independent RIA firms in the country with oversight of approximately $23.5 billion in assets under advisement (which includes assets under management), Oxford has 21 Managing Directors in five market offices who serve over 700 family and institutional clients in 37 states. Oxford is an independent, fee-only firm that is privately held by its partners and has provided multi-generational estate planning advice and forward-thinking investment solutions to families and institutions for more than 36 years. With special expertise in Aspirational Solutions and Niche Growth Strategies, Oxford specializes in serving clients with net worth above $5 million.
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Oxford Financial Group, Ltd. ranked #1 in Financial Planning magazine’s list of Top 150 RIA Firms for the fifth year in a row.
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A Spousal Lifetime Access Trust (SLAT) is an ideal vehicle to embed flexibility into a family’s estate plan while allowing for significant multi-generational estate tax savings.
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We BELIEVE that more is always possible, and we are focused and will continue to focus on providing you the bespoke service and innovative solutions you have come to expect.
- 9ct Yellow gold 65 Round Belcher Chain 46cm 18'
- Collana rolò 45CM Pietre nere Mano Di Fatima silver 925 placcato gold pink
- 1.50CT Round-Cut Diamond Halo Engagement Ring 10K White gold
- 14k White gold Moissanite 1 ct TDW Ring Sz 7.25
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- February Birthstone CZ Boys Charm in 14k gold
- Ladies 9ct gold Pink Round Cubic Zirconia Rub Over Hexagon Stud Earrings, 5mm
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- TOP 8-9MM AAAA+++ GRADE perfect ROUND WHITE AKOYA PEARLS EARRING 14K gold
- Smoky Quartz and Diamond Floral Halo Ring 2.86 Carat tw 14K White gold JP 109100
- 1.00CT Diamond Halo Style Solitaire Engagement Ring 14kt White gold Sz 7
- 2.00Ct Moissanite Real 14k pink gold Anniversary Ring Engagement Rings Size 7
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- Jewelco London 9ct White gold Diamond bluee Topaz Classic Royal Cluster Ring 11mm
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- 14k Yellow gold Diamond-Cut Alternating Bead Chain 1.5mm - 18 inches 27457694
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- EXTRAORDINARY 3-CABOCHON RUBY SOLID 14K YELLOW gold RING Oval Shape Unique