Oxford Financial Group, Ltd.
Phone:
(561) 834-4050
Address:
231 Royal Palm Way Ste 301
Palm Beach, Florida 33480-4349
Member Level: BDB Corporate Level Membership
Industry: Financial Advisors and Investment Services
About
Oxford Financial Group, Ltd. is one of the largest independent RIA firms in the country* with oversight of more than $35 billion in assets under advisement** (which includes assets under management). Oxford has 25 Managing Directors in seven market offices who serve family & institutional clients across the country, with offices in Atlanta, Chicago, Cincinnati, Grand Rapids, Indianapolis, Minneapolis and Palm Beach.** As of *12/31/23. As of **12/31/24
Primary Contact
Name: Bart Francis, CFP, CIMA, MST
Phone:
(561) 834-4050
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