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 $35 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 12.31.23
**As of 12.31.24

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

Oxford Financial Group, Ltd. Global Highlights

North America
323

United States Of America
323

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
A. L.
Vice President Secondary Marketing
Mobile Phone
Email
J. R.
President
Mobile Phone
Email
J. C.
President
Mobile Phone
Email
K. B.
Co Managing Partner
Mobile Phone
Email
G. M.
Senior Vice President, Chief Operating Officer
Mobile Phone
Email
R. D.
Division Chief Financial Officer
Mobile Phone
Email

Contact profiles from Oxford Financial Group, Ltd.

Name

Title

Contact Info

Location

Last Update

G. T.
Controller
Mobile Phone
Email
UNITED STATES
Jun 30, 2025
J. K.
Director, Family Office Services
Mobile Phone
Email
May 26, 2025
L. B.
Managing Director
Mobile Phone
Email
Oct 22, 2024
M. B.
Service Director
Mobile Phone
Email
Apr 16, 2024
T. V.
Managing Director
Mobile Phone
Email
Oct 18, 2024
A. S.
Relationship Manager
Mobile Phone
Email
Sep 10, 2025
J. S.
Relationship Manager
Mobile Phone
Email
United StatesGeorgia
Nov 12, 2025
K. A.
Senior Relationship Manager
Mobile Phone
Email
United StatesMinnesota
Nov 13, 2025
S. P. T.
Relationship Manager
Mobile Phone
Email
Aug 12, 2025
A. F.
Relationship Manager
Mobile Phone
Email
Sep 08, 2025

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. 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 224 employees as of December 2025. These team members are located across 3 continents, including North AmericaAfricaEurope.

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

As of December 2025, Oxford Financial Group, Ltd.'s key employees include:

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

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