Oxford Planning Group, LLC

Oxford Planning Group, LLC (CRD# 286017) is a financial advisory firm headquartered in Woodstock, MD. They manage $38,084,733 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $952,118
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

MD

Financial Advisors at Oxford Planning Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Shaun Eddy
CRD#: 1983133
Columbia, MD 21044

Shaun Eddy (CRD# 1983133) is the owner and an Investment Advisor Representative at Oxford Planning Group LLC in Woodstock, MD and has over 24 years of experience in the finance industry.  

Shaun has always had a strong desire to help clients define and reach thier unique financial goals and says  "When clients realize that with proper planning, many goals are possible, it's incredibly rewarding".

 

Always looking for opportunities to enhance his qualifications and skills, Shaun graduated from the University of Maryland and is a CERTIFIED FINANCIAL PLANNERTM practitioner through the College for Financial Planning.  He also earned a Master’s Degree in Financial Analysis from the College for Financial Planning.  Shaun holds the Accredited Investment Fiduciary (AIF®) designation, which promotes a culture of fiduciary responsibility, employing and providing a prudent process in investment practices.    

 

He served as past President and Chairman of the Board of the Financial Planning Association’s Maryland chapter, and past Chairman of the Membership advisory group of the Financial Planning Association in Denver, Shaun has enjoyed working with many of the industry’s most influential professionals.  He has served as a Director with the Boards of Howard County Red Cross, HC Drug Free, and as past Chairman of the Housing and Community Development Board.  He is also a graduate of Leadership Howard County Premier, an organization dedicated to empowering individuals and strengthening their community. 

 

Shaun has been a speaker for the Financial Planning Association, the Maryland Accountants Association and the Maryland Institute of Certified Financial Planners. In 2009, he was named as a top Maryland Financial Planner by Medical Economics. Shaun was 2005 FPA of Maryland’s Planner of the Year and has been a guest panelist on Wall Street Week, a nationally syndicated TV series. 

 

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