More than 160 associates walk the halls of Oxford’s five offices, striving to continue our level of excellence and to promote our familial culture that has been 40 years in the making.

At Oxford, we gauge our potential for success using terms like respect, excellence and commitment to continuous improvement. These are intangibles that produce tangible results for our clients, and also serve as a beacon to senior advisors who want to focus their careers not simply on tabulating numbers, but on making an impact on the lives of those they serve.

This impact drives us to not just “do” but to “do better,” a personal commitment to develop our skills so we’re not just satisfied with today, but also prepared for what’s to come.

It’s a cultural spirit that has been a self-perpetuating ingredient of our winning formula – helping to keep our existing team engaged at Oxford, while also allowing us to lure the best and brightest from a broad and deep talent pool to join us in our pursuit of excellence. Our fee-only structure only adds to the allure, helping us find those who don’t wish to be encumbered by an arrangement with a fixed list of investment vehicles, but who would rather dispense advice that truly is in the best interest of their clients.

This has resulted in a team that we believe is among the most well-credentialed and well-respected in the industry. It’s a team that is never satisfied to “settle,” instead taking a personal interest in their own continuous professional development. It’s a team that doesn’t reside in silos but instead erases the boundaries of “comfort zones” in a bid to foster successful client outcomes.

For our clients, it’s the reassurance that they are working directly with owner/partners who share a fiduciary interest in these outcomes, and a familiar, caring, concerned voice on the other end of the line when questions are asked.