High Net Worth Clients Oxford Financial Group, Ltd. manages over $30 billion in assets for family and institutional clients across 36 states, presenting a lucrative opportunity to cater to high net worth individuals and institutions seeking personalized financial services.

Geographic Expansion With offices in seven major markets, including Atlanta, Chicago, and Minneapolis, Oxford offers a strong regional presence poised for further geographic expansion, representing a potential avenue for market penetration and increased client acquisition.

Technology Integration Utilizing a robust tech stack that includes Google Analytics, Salesforce, and modern web technologies, Oxford demonstrates a commitment to innovative solutions. This technology-driven approach presents an opportunity for tech-related sales engagements and partnerships.

Talent Acquisition Recent hires from prestigious firms like Goldman Sachs Asset Management showcase Oxford's focus on talent acquisition. Leveraging their impressive team of professionals presents an opportunity to engage with experienced financial experts and potentially collaborate on new ventures.

Recognition and Reputation Being recognized as the 'Best Employer of the Year' reflects Oxford Financial Group's strong employee engagement and corporate culture. Partnering with a reputable and well-regarded firm like Oxford can help enhance brand credibility and attract clients seeking trusted and reputable financial services providers.