The Advisers and Client Relationship Managers at Oxford have a singular goal of helping people CUT COSTS, REDUCE TAXES, and INCREASE RATES of RETURN. The OneSource Financial Supermarket enables them to help clients coordinate their investments, saving, retirement, and insurance into a single cohesive financial plan that can help families and businesses achieve their goals.
The firm was organized in 1996 out of a desire to provide superior and comprehensive financial planning and accounts, including scientific portfolio construction, intelligent asset allocation, prudent investment advice, and more investment options. We take pride in our ability to cultivate unbiased, objective, long-term relationships utilizing both transaction-based and fee-only arrangements. This ability allows for greater flexibility in meeting client needs. Our clients have found our approach to be a refreshing and rewarding alternative to previous relationships with more traditional brokers.
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