Oxford Investment Partners Employee Directory
Financial ServicesArizona, United States2-10 Employees
Oxford Investment Partners is a small financial services firm based in Phoenix, Arizona. It delivers customized programs aimed at growing, protecting, and conserving clients' wealth, underpinned by attentive service and professional expertise. The firm concentrates on helping clients pursue long-term financial success through tailored planning and advisory services. Led by President Walter Clarke, the firm conducts educational outreach by presenting lectures on financial planning in collaboration with universities including DePaul, UC Berkeley, UC Davis, UCLA, Washington State University, and Arizona State University, as well as offering a high-school course at Xavier College Preparatory. This involvement reflects an emphasis on financial education alongside traditional client services. The organization operates in the Phoenix region and maintains a small team.