Oxford Wealth Group, LLC

Oxford Wealth Group, LLC provides continuous investment management and financial planning services to individuals, high net worth individuals, corporations, trusts, and estates. The firm designs customized retirement income strategies and portfolio management programs, often utilizing model portfolios overseen by financial professionals and sub-advised by third-party managers. Oxford Wealth helps clients navigate asset allocation, risk tolerance, and various investment options including equities, mutual funds, exchange-traded funds, commodities, and fixed income. In addition to investment management, the firm offers financial planning covering areas such as retirement, tax planning, business succession, estate planning, and risk management. Oxford Wealth operates as a registered investment advisor and acts in a fiduciary capacity for retirement accounts.