Be advised. This firm is no longer registered.

Oxford Financial Partners

Oxford Financial Partners (CRD# 282843) is a financial advisory firm headquartered in Cincinnati, OH. They manage $277,872,677 in 525 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
8044 Montgomery Road, Suite 163, Cincinnati, OH 45236
https://twitter.com/oxford_fp
By the Numbers
  • Total Assets Under Management
    278
    MILLION
  • Total Number of Accounts
    525
    ACCOUNTS
  • Average Account Value
    $529,281
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, IN, KY, NE, OH, SC, TX

Financial Advisors at Oxford Financial Partners
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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