Insights

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.

Oxford Financial Group, Ltd. Tech Stack

Oxford Financial Group, Ltd. uses 8 technology products and services including Google Analytics, Salesforce, Microsoft Word, and more. Explore Oxford Financial Group, Ltd.'s tech stack below.

  • Google Analytics
    Analytics
  • Salesforce
    Customer Relationship Management
  • Microsoft Word
    Editors
  • particles.js
    Javascript Graphics
  • Modernizr
    Javascript Libraries
  • Priority Hints
    Performance
  • PHP
    Programming Languages
  • Adobe Creative Suite
    Visualisation Software

Oxford Financial Group, Ltd.'s Email Address Formats

Oxford Financial Group, Ltd. uses at least 1 format(s):
Oxford Financial Group, Ltd. Email FormatsExamplePercentage
FLast@ofgltd.comJDoe@ofgltd.com
95%
First.Last@ofgltd.comJohn.Doe@ofgltd.com
3%
Last@ofgltd.comDoe@ofgltd.com
1%
LFirst@ofgltd.comDJohn@ofgltd.com
1%

Frequently Asked Questions

Where is Oxford Financial Group, Ltd.'s headquarters located?

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Oxford Financial Group, Ltd.'s main headquarters is located at 11711 N Meridian St Carmel, IN 46032 US. The company has employees across 4 continents, including North AmericaEuropeAfrica.

What is Oxford Financial Group, Ltd.'s official website and social media links?

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Oxford Financial Group, Ltd.'s official website is ofgltd.com and has social profiles on LinkedIn.

How much revenue does Oxford Financial Group, Ltd. generate?

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As of October 2024, Oxford Financial Group, Ltd.'s annual revenue reached $35M.

What is Oxford Financial Group, Ltd.'s SIC code NAICS code?

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Oxford Financial Group, Ltd.'s SIC code is 6799 - Investors, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Oxford Financial Group, Ltd. have currently?

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As of October 2024, Oxford Financial Group, Ltd. has approximately 207 employees across 4 continents, including North AmericaEuropeAfrica. Key team members include Chief Executive Officer: S. B.Chief Development Officer (cdo) And Managing Director: J. D. B.Chief Investment Officer: B. R.. Explore Oxford Financial Group, Ltd.'s employee directory with LeadIQ.

What industry does Oxford Financial Group, Ltd. belong to?

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Oxford Financial Group, Ltd. operates in the Financial Services industry.

What technology does Oxford Financial Group, Ltd. use?

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Oxford Financial Group, Ltd.'s tech stack includes Google AnalyticsSalesforceMicrosoft Wordparticles.jsModernizrPriority HintsPHPAdobe Creative Suite.

What is Oxford Financial Group, Ltd.'s email format?

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Oxford Financial Group, Ltd.'s email format typically follows the pattern of . Find more Oxford Financial Group, Ltd. email formats with LeadIQ.

When was Oxford Financial Group, Ltd. founded?

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Oxford Financial Group, Ltd. was founded in 1981.
Oxford Financial Group, Ltd.

Oxford Financial Group, Ltd.

Financial ServicesIndiana, United States201-500 Employees

Oxford is one of the largest independent RIA firms in the country with oversight of more than $30 billion in assets under advisement* (which includes assets under management). Oxford has 22 Managing Directors in seven market offices who serve over 700 family and institutional clients in 36 states, with offices in Atlanta, Chicago, Cincinnati, Grand Rapids, Indianapolis, Minneapolis and Palm Beach.**
 
*As of 12.31.2022
**As of 01.01.2024

Section iconCompany Overview

Headquarters
11711 N Meridian St Carmel, IN 46032 US
Website
ofgltd.com
SIC Code
6799 - Investors, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1981
Employees
201-500

Section iconFunding & Financials

  • $10M$50M

    Oxford Financial Group, Ltd.'s revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Oxford Financial Group, Ltd.'s revenue is in the range of $10M$50M

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