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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.
- AMEDEO Nel blue Handcarved Sim Turquoise Cameo Beaded Drop Earring
- Creolen 925 silver 2 Süßwasser Perlen mit Zirkonia Ohrringe Perlenohrringe
- 10k gold Ring with AA initials
- 14k Yellow gold 5 Emerald cut Amethyst ring size 10
- 9 Karat yellowgold Diamant Claddagh Ring
- 9CT gold yellow ' Papá '
- Certified Round Brilliant Cut Diamond 14k yellow real gold Star Ring Wedding
- golden Druzy ring surrounded by Austrian Crystals size 10
- Maroon Pearl, Hagit Gorali, Israel, SS 925 3 Ring Set Size 6 New a Beauty
- Red Line 30605 Red Line C+ATF Gallon - Free ship
- Versil 14 Karat Polished, Satin & Diamond Cut Endless Hoop Earrings
- 14k Solid Yellow gold 1 CT Round Cut Diamond Solitaire Engagement Ring
- 1.70ct Genuine Tanzanite & Round Diamond twisted prong Engagement Ring Size 6.5
- 2.00 Ct 14K Yellow gold Round VVS2 Diamond Solitaire Bridal Set Engagement Ring
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- Ladies WG Princess Cut Diamond Bridal Engagement Ring 1.00CT Size 10
- Solid 14k White gold Semi Mount Round 6-7.5mm&4.2-5mm 1 2CT Diamond Ring Setting
- Versil 14k Two-tone gold Polished Link Bracelet
- 10K White gold 2.60 Ct Oval bluee Simulated Sapphire White Topaz 3-Stone Ring
- 14 ct White gold Engagement Ring 0.75ctw CZ Round Solitaire High Polish Ring
- 1.20ct Natural Diaspore colour change 9ct 375 Yellow gold engagement ring
- 14K White gold 5 CT White Heart Diamond Cut Moissanite Ring 4 Engagement Wedding
- 9 Rod Cherry Amish Bead Storage Box with Lid for Trollbeads Chamilia & Others
- Charriol Halskette 925er Plaqué Edelstahl NP. - 08141125-0 - No.949
- gold MARY Anhänger Engelmotiv bicolor rhodiniert, 375er gold - Gratis Versand
- 18kt white gold .30center stone ring size 6
- BEAUTIFUL ESTATE 14 KT gold VIVID PINK PURPLE SPINEL RING
- Diamond (.70) Multi color Ring, 14K, YG & RG, White gold SS .925 Size 9