Oxford Financial Partners

Oxford Financial Partners (CRD# 282843) is a financial advisory firm headquartered in Cincinnati, OH. They manage $151,467,915 in 334 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    334
    ACCOUNTS
  • Average Account Value
    $453,497
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, FL, GA, IN, KY, OH, SC

Financial Advisors at Oxford Financial Partners
Showing 1 - 3 of 3 top financial advisors.
1
Erik J. Christman
CRD#: 3059951
8050 Hosbrook Rd., Suite 200, Cincinnati, OH 45236
96
Wealthminder
score

Erik Christman (CRD# 3059951) is an Investment Advisor Representative working at Oxford Financial Partners in Cincinnati, OH and has over 13 years of experience in the finance industry. Erik Christman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kimberlee W. Stark
CRD#: 711640
8050 Hosbrook Rd., Suite 200, Cincinnati, OH 45236
93
Wealthminder
score

Kimberlee Stark (CRD# 711640) is an Investment Advisor Representative working at Oxford Financial Partners in Cincinnati, OH and has over 36 years of experience in the finance industry.

3
Patrick J. Walsh
CRD#: 5412738
8050 Hosbrook Rd., Suite 200, Cincinnati, OH 45236
93
Wealthminder
score

Patrick Walsh (CRD# 5412738) is an Investment Advisor Representative working at Oxford Financial Partners in Cincinnati, OH and has over 5 years of experience in the finance industry. Patrick Walsh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.