Oxford’s Succession Plan

Stability to Help Foster Your Legacy

Since our founding in 1981, Oxford has maintained one singular focus: to deliver comprehensive, unbiased advice and wealth management. For nearly four decades, we’ve served the needs of three, and even four, generations of families. As we articulate a long-term strategy for our client’s wealth, our own succession plan of ownership into perpetuity ensures that we will be there to guide them for generations to come. Amid a flurry of RIA ownership consolidation activity, Oxford’s commitment to independence remains more important than ever. Many RIA owners are retiring and selling their practices to large banks and financial organizations with a vastly different culture and set of financial objectives than they have. Transitioning to a new firm not only creates a loss of continuity, it can alter a client’s long-term vision for their wealth. Clients want the reassurance of knowing their advisor will be there not just for them, but for their children and grandchildren. At Oxford, we’ve spent many years building trusted relationships with our clients and their families. Our succession plan ensures the continuity of this partnership. Oxford clients can be confident that we’ll be there to guide and support them far into the future. A great deal of thought and planning has gone into Oxford’s succession plan—a process whose origins took root more than 15 years ago. Our private ownership structure is aligned with a succession plan that enables Oxford’s internal owners to guide the firm’s ongoing innovation and growth. As stewards of our firm, we work to preserve and build upon the legacy we’ve created. We continually seek to hire the best talent and work tirelessly to groom these individuals to advance the firm and lead the next generation at Oxford. As an independent RIA, every decision we make is in the best interest of our clients. There is no pressure to please public shareholders or promote the products of the owners of our firm. Instead, our actions are driven by what clients want to achieve with their wealth. Delivering insightful guidance and customized support is central to this approach—and our independence is essential to making it happen. We have spent decades fostering Oxford’s collaborative culture, a commitment that has defined us for more than 38 years in business, and continues to do so. Our dedication to delivering objective, high-quality advice keeps our clients on a path toward creating, growing and protecting wealth. Our succession plan ensures that we will be there to uphold their legacy as it transitions seamlessly to subsequent generations.

Oxford’s Succession Plan

Oxford’s Succession Plan

Stability to Help Foster Your Legacy

Since our founding in 1981, Oxford has maintained one singular focus: to deliver comprehensive, unbiased advice and wealth management. For nearly four decades, we’ve served the needs of three, and even four, generations of families. As we articulate a long-term strategy for our client’s wealth, our own succession plan of ownership into perpetuity ensures that we will be there to guide them for generations to come.

Amid a flurry of RIA ownership consolidation activity, Oxford’s commitment to independence remains more important than ever. Many RIA owners are retiring and selling their practices to large banks and financial organizations with a vastly different culture and set of financial objectives than they have. Transitioning to a new firm not only creates a loss of continuity, it can alter a client’s long-term vision for their wealth. Clients want the reassurance of knowing their advisor will be there not just for them, but for their children and grandchildren.

At Oxford, we’ve spent many years building trusted relationships with our clients and their families. Our succession plan ensures the continuity of this partnership. Oxford clients can be confident that we’ll be there to guide and support them far into the future.

A great deal of thought and planning has gone into Oxford’s succession plan—a process whose origins took root more than 15 years ago. Our private ownership structure is aligned with a succession plan that enables Oxford’s internal owners to guide the firm’s ongoing innovation and growth. As stewards of our firm, we work to preserve and build upon the legacy we’ve created. We continually seek to hire the best talent and work tirelessly to groom these individuals to advance the firm and lead the next generation at Oxford.

As an independent RIA, every decision we make is in the best interest of our clients. There is no pressure to please public shareholders or promote the products of the owners of our firm. Instead, our actions are driven by what clients want to achieve with their wealth. Delivering insightful guidance and customized support is central to this approach—and our independence is essential to making it happen.

We have spent decades fostering Oxford’s collaborative culture, a commitment that has defined us for more than 38 years in business, and continues to do so. Our dedication to delivering objective, high-quality advice keeps our clients on a path toward creating, growing and protecting wealth. Our succession plan ensures that we will be there to uphold their legacy as it transitions seamlessly to subsequent generations.