Oxford Financial Group, Ltd. is the premier multi-family office in the Midwest and was named the #1 Registered Investment Advisor (RIA) by Financial Planning magazine in 2013, 2014, 2015, 2016 and 2017 and the #5 RIA in 2020 (based upon assets under management).* One of the largest independent RIA firms in the country with oversight of approximately $26.7 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 t...hat 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 39 years. With special expertise in Bespoke Generational Solutions, Aspirational Solutions and Niche Growth Strategies, Oxford specializes in serving clients with net worth above $5 million.
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