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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.
- AMISHI LONDON Bright Pink and Clear Crystals Drop Earrings Brand New
- Crystal Gemstone Fashion Dangle Earrings 14K gold Brass Handmade Jewelry
- 10K pink gold Marquise 10x5mm Engagement Natural Diamond Semi Mount Ring Setting
- 14K Yellow gold Authentic Ruby & Natural Diamond Cluster Ring Size 7
- 916 22ct sparkling attractive indian gold ring size M Boxed
- 9ct Two Colour gold 0.09ctw Diamond Ring New
- Charm Elements Unisex DCHF5063M.004 gold Bianco gold bianco Diamante
- Genoa Fiery orange Venetian Murano Glass Drop Clip On Earrings
- LADIES 10K SOLID YELLOW gold FANCY GARNET PENDANT
- Pendientes Morellato PURA SAHR03 silver silver Zirconia
- Swarovski Hello Kitty Red Apple Crystal Jewelry - 1097220 NIB
- Oval Shape Ring Semi Mount 3x4 MM Natural gold F s Stone Setting Lady Jewelry
- 1 CT Diamond Engagement Ring Brilliant Round Cut SI D 14K Yellow gold Enhanced
- 19mm Natural Wine Red Garnet Crystal Round Beads Bracelet AAA
- Bracelet silver 925 et Pierre - Iolite Cordiérite rondelles facettées 3mm
- Lab Created 1.40Ct Diamond Ring Round Cut 14K White gold Size 6
- SOLID 14K pink gold DIAMONDS 7X7MM CUSHION CUT SEMI MOUNT FINE WOMEN RING
- 2.04 ct Peridot August Birthstone 14K gold Solitaire Engagement Ring
- 14k Yellow gold Oval Peridot And Diamond Ring
- Solid 10k Yellow gold Cultured Pearl Womens Solitaire Ring - Sizes 4 to 12
- 10k gold Natural Ruby & Diamond Trilogy Ring Size 7 1 4 - O
- 14K YELLOW gold 3.01CTS PACIFIC PINK ANGELSKIN CORAL 0.07CTS DIAMOND RING 7.5
- 9 Rod Wood Amish Made Bead Storage Box with Lid for Trollbeads Chamilia & Others
- CHARRIOL Laetitia White Topaz 2-Tone PVD Stainless Steel Cable Ring - 7.5
- gold MARY Anhänger Herz matt mit Zirkonias, 375 gold 9 Karat - Gratis Versand
- 18kt White gold Anniversary Ring
- BEAUTIFUL ESTATE 14K YELLOW gold 7MM PEARL &.24ct DIAMOND HALO RINGSIZE 6
- Diamond (0.10ct) Eternity 9ct White gold Ring