Oxford Financial Group, Ltd.

Services Offered

• Wealth management
• Estate planning
• Investment consulting
• Trust administration
• Family office services

About

Oxford Financial Group, Ltd. is an independent Registered Investment Advisor (RIA) located in Grand Rapids, Michigan. The firm specializes in fee-only, fiduciary wealth management and estate planning services for high-net-worth individuals, families, and institutions. With over 43 years of experience and more than $30 billion in assets under advisement, their team of certified advisors offers investment consulting, trust administration, and family office services tailored to client goals. They focus on providing unbiased advice without selling products or receiving commissions, ensuring that their clients' best interests are prioritized.

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