Oxford Financial Group, Ltd™

When the stakes are as high as preserving a family legacy, a trusted wealth management advisor is indispensable. Oxford Financial Group, Ltd. meets the need, providing multigenerational estate planning advice and forward-thinking investment solutions to families and institutions for over 43 years. Oxford is one of the largest independent RIA firms in the country with oversight of more than $30 billion in assets under advisement* (which includes assets under management). Oxford is an independent, fee-only firm that is privately held by its partners, with special expertise in Bespoke Generational Solutions, Aspirational Solutions and Diversifier Strategies.

One of Oxford’s specialties is private equity investing, which particularly resonates with some of its clientele. Active or former business owners may view private equity as a complementary or substitute investment to their operating companies, with the return potential it offers. Their goals of growing wealth for future generations and philanthropic endeavors can be a good match with Oxford’s tailored approach to private equity.

“Most of our clients come to us because they view our unique investment solutions and multigenerational estate planning offerings as an upgrade over their previous service provider,” says Jeff Thomasson, CEO and Managing Director.

The firm’s investment management methodology is designed to be more effective than the baseline 60/40 stock and bond portfolio, resulting in the potential for attractive returns that meet clients’ long-term financial objectives.

The backbone of this service is an investment advisory offering that prioritizes risk management, conflict avoidance and innovative private market strategies—pillars that drive deeper client relationships. Oxford clients benefit from a team of highly experienced investment professionals, the Oxford Investment Fellows®, who collaborate with families and institutions to develop investment plans aligned with their goals and risk tolerance.

Oxford offers Family Office Services through a team of deeply credentialed experts including attorneys, CPAs and CFP® professionals, the Family Office Fellows, who provide tailored advice built around their client’s specific needs and goals. This includes multigenerational planning, which focuses on helping clients efficiently transfer assets to the next generation or charities in a tax-efficient manner, and Bespoke Generational Solutions, which provides customized wealth transfer and preservation strategies supported by robust consultation and in-depth analysis.

A vital partner is The Trust Company of Oxford™, which develops and executes strategies to protect and transfer wealth across generations. The Trust Company of Oxford offers trustee services, essential for executing asset transfer and protection plans, and fiduciary services geared toward high-net-worth families requiring specialized expertise. Equipped with these competencies, the firm crafts flexible and secure trust management structures that balance professional expertise with family-specific information.

A recognized leader in wealth advisory services, Oxford Financial Group Ltd. is committed to independence, helping clients secure and grow their generational wealth and maintain family legacies for generations to come.