Oxford Financial Group, Ltd. Employee Directory

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

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

Oxford Financial Group, Ltd. Global Highlights

North America
395

United States Of America
395

Europe
4

United Kingdom Of Great Britain And Northern Ireland
3
Cyprus
1

Africa
1

Nigeria
1

Oceania
1

Australia
1

Oxford Financial Group, Ltd.'s Leadership

S. B.
Chief Executive Officer
Mobile Phone
Email
J. D. B.
Chief Development Officer (cdo) And Managing Director
Mobile Phone
Email
B. R.
Chief Investment Officer
Mobile Phone
Email
B. C.
Chief Financial Officer
Mobile Phone
Email
T. L.
Chief Wealth Planning Officer – Family Office Services & Private Family Services
Mobile Phone
Email
C. F.
Chief Financial Officer
Mobile Phone
Email
C. F.
Chief Administrative Officer (cao) And Chief Financial Officer (cfo)
Mobile Phone
Email
J. E.
Chief Compliance Officer
Mobile Phone
Email

Contact profiles from Oxford Financial Group, Ltd.

Name

Title

Contact Info

Location

Last Update

J. W.
Managing Director And Family Office Fellow
Mobile Phone
Email
United States
Nov 13, 2024
R. S.
Managing Director & Oxford Investment Fellow
Mobile Phone
Email
United StatesIndiana
Dec 10, 2024
J. S.
Managing Director
Mobile Phone
Email
United StatesIndiana
Dec 10, 2024
R. W.
Managing Director
Mobile Phone
Email
United StatesIndiana
Nov 13, 2024
Z. L.
Managing Director
Mobile Phone
Email
United StatesMichigan
Nov 13, 2024
P. R.
Managing Director
Mobile Phone
Email
United StatesIndiana
Nov 12, 2024
K. M.
Managing Director
Mobile Phone
Email
United StatesIndiana
Nov 13, 2024
T. A.
Senior Director, Investment Operations And Technology
Mobile Phone
Email
Dec 11, 2024
E. K.
Director, Marketing And Communications
Mobile Phone
Email
United StatesIndiana
Dec 10, 2024
L. T.
Managing Director
Mobile Phone
Email
United StatesIndiana
Dec 10, 2024

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 N Meridian St Carmel, IN 46032 US. 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 206 employees as of October 2024. These team members are located across 4 continents, including North AmericaEuropeAfrica.

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

As of October 2024, Oxford Financial Group, Ltd.'s key employees include:

Chief Executive Officer: S. B.
Chief Development Officer (cdo) And Managing Director: J. D. B.
Chief Investment Officer: B. R.
Chief Financial Officer: B. C.
Chief Wealth Planning Officer – Family Office Services & Private Family Services: T. L.

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