Oxford Financial Group, Ltd. Employee Directory

Q: What is Oxford Financial Group, Ltd. known for?

Oxford Financial Group, Ltd. was founded in 1981. Oxford Financial Group, Ltd. operates in the Financial Services industry.

Financial ServicesIndiana, United States201-500 Employees

Oxford is one of the largest independent RIA firms in the country with oversight of more than $38 billion in assets under advisement* (which includes assets under management). Oxford has 25 Managing Directors in seven market offices who serve family and institutional clients across the country, with offices in Atlanta, Chicago, Cincinnati, Grand Rapids, Indianapolis, Minneapolis and Palm Beach.**
 
*As of 12.31.2023
**As of 12.31.2024

Find Oxford Financial Group, Ltd. employees' phone numbers or email addresses

Oxford Financial Group, Ltd. Global Highlights

North America
333

United States Of America
333

Africa
1

Nigeria
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Oxford Financial Group, Ltd.'s Leadership

S. B.
Chief Executive Officer
Mobile Phone
Email
R. D.
Chief Wealth Planning Officer
Mobile Phone
Email
M. B. K.
Chief Compliance Officer
Mobile Phone
Email
A. L.
Vice President Secondary Marketing
Mobile Phone
Email
J. R.
President
Mobile Phone
Email
J. C.
President
Mobile Phone
Email
J. H.
President
Mobile Phone
Email
K. B.
Co Managing Partner
Mobile Phone
Email

Oxford Financial Group, Ltd. Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Business
Finance
Accounting
Other

Contact profiles from Oxford Financial Group, Ltd.

Name

Title

Contact Info

Location

Last Update

A. L.
Vice President Secondary Marketing
Mobile Phone
Email
Jun 25, 2025
K. D.
Vice-President
Mobile Phone
Email
Oct 22, 2024
L. G.
Senior Vice President
Mobile Phone
Email
Oct 22, 2024
A. F.
Managing Director
Mobile Phone
Email
United StatesFlorida
Mar 11, 2026
S. B. B. W. C.
Managing Director At Oxford Financial Group, Ltd
Mobile Phone
Email
United StatesGeorgia
Mar 12, 2026
C. G.
Managing Director
Mobile Phone
Email
United StatesFlorida
Mar 12, 2026
J. B.
Managing Director
Mobile Phone
Email
United StatesMichigan
Mar 12, 2026
D. F.
Managing Director
Mobile Phone
Email
United StatesColorado
Feb 25, 2026
J. W.
Managing Director And Family Office Fellow
Mobile Phone
Email
United States
Mar 12, 2026
C. J.
Managing Director
Mobile Phone
Email
United StatesMinnesota
Mar 12, 2026

Frequently Asked Questions

What is Oxford Financial Group, Ltd. known for?

Oxford Financial Group, Ltd. was founded in 1981 operates in the Financial Services industry. The company's main headquarters is located in 11711 North Meridian Street Carmel, Indiana 46032 United States. Explore Oxford Financial Group, Ltd.'s company overview page for more information.

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

Oxford Financial Group, Ltd. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Oxford Financial Group, Ltd. email formats with LeadIQ.

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

Oxford Financial Group, Ltd. has approximately 226 employees as of March 2026. These team members are located across 3 continents, including North AmericaAfricaEurope.

Who are Oxford Financial Group, Ltd.'s key employees and leadership?

As of March 2026, Oxford Financial Group, Ltd.'s key employees include:

Chief Executive Officer: S. B.
Chief Wealth Planning Officer: R. D.
Chief Compliance Officer: M. B. K.
Vice President Secondary Marketing: A. L.
President: J. R.

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