Oxford Financial Partners

Oxford Financial Partners (CRD# 282843) is a financial advisory firm headquartered in Cincinnati, OH. They manage $191,073,898 in 452 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    191
    MILLION
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $422,730
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
  • Pension consulting services
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 - 5 of 5 top financial advisors.
1
Erik J. Christman
CRD#: 3059951
8044 Montgomery Road, Suite 163, 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 14 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
Patrick J. Walsh
CRD#: 5412738
8044 Montgomery Road, Suite 163, Cincinnati, OH 45236
96
Wealthminder
score

Patrick Walsh (CRD# 5412738) is an Investment Advisor Representative working at Oxford Financial Partners in Cincinnati, OH and has over 7 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.

3
Kimberlee W. Stark
CRD#: 711640
8044 Montgomery Road, Suite 163, 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 37 years of experience in the finance industry.

4
Tyler S. Henderson
CRD#: 5243395
8044 Montgomery Road, Suite 163, Cincinnati, OH 45236
90
Wealthminder
score

Tyler Henderson (CRD# 5243395) is an Investment Advisor Representative working at Oxford Financial Partners in Cincinnati, OH and has over 4 years of experience in the finance industry.

5
Harrison A. Wolfe
CRD#: 6494537
8044 Montgomery Road, Suite 163, Cincinnati, OH 45236
87
Wealthminder
score

Harrison Wolfe (CRD# 6494537) is an Investment Advisor Representative working at Oxford Financial Partners in Cincinnati, OH and has 1 year of experience in the finance industry.

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