Oxford Financial Group, Ltd. ™ Ranked #6 in Forbes Magazine’s Top 50 Wealth Managers

Forbes magazine released its list of Top 50 Wealth Managers in the U.S. this month, and Oxford Financial Group, Ltd. is ranked #6.

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Oxford is committed to remaining privately owned and free of conflicts of interest. This is essential to serving the needs of our clients and assuring the longevity of our firm,” said Thomasson.

Indianapolis, Indiana (PRWEB) April 27, 2013

Forbes magazine released its list of Top 50 Wealth Managers in the U.S. this month, and Oxford Financial Group, Ltd. is ranked #6.

Forbes’ Top 50 Wealth Managers listing of the top registered investment advisors (RIAs) tracks the Top 50 largest firms by assets under management (Giants), the Top 50 fastest growing firms (Growth), and the Top 50 fastest growing firms with less than $500 million in assets (Emerging). Oxford ranked #6 in the first category—the ranking by assets.

This ranking was published with an article titled, The Biggest, Fastest Growing and Emerging Talent, which describes the growth of assets in the RIA channel and the decreasing market share in the wirehouse channel. The full article and ranking can be viewed at the following link: http://www.forbes.com/sites/halahtouryalai/2013/04/10/the-biggest-fastest-growing-and-emerging-talent/).

In January of this year, Financial Planning magazine ranked Oxford #1 in their Top 50 Fee-Only Registered Investment Advisor ranking with an article that pondered the true meaning of ‘independence’ in these firms titled, The Price of Independence: Bank and Broker-Dealer Affiliations Help RIAs Bear the Technology and Compliance Costs of Growth , but Can Chip Away at Objectivity. This article and ranking can be viewed at the following link: http://www.financial-planning.com/fp_issues/43_1/bank-broker-dealer-affiliations-help-ria-technology-compliance-costs-growth-2682359-1.html).

Oxford’s CEO, Jeffrey H. Thomasson, founded the firm in 1981 at the age of 22 with visions of making a difference in the financial services industry. After 31 years, his commitment to remaining an independent, fee-only firm is unwavering. Oxford has in place a detailed succession plan with an established Delaware Dynasty Trust that holds the voting shares of the company. Independent trustees protect the ownership structure from would-be buyers or sellers of the firm.

“Oxford is committed to remaining privately owned and free of conflicts of interest. This is essential to serving the needs of our clients and assuring the longevity of our firm,” said Thomasson.

As a privately held firm, Oxford is owned by its partners. Clients work with a senior partner with substantial expertise. This private ownership, coupled with its fee-only model, has meant a 99% retention rate in clients. According to Thomasson, it has also meant long-lasting relationships with families and institutions throughout the Midwest and beyond. “Oxford will serve our clients for generations to come.”

About Oxford Financial Group, Ltd.
Oxford Financial Group, Ltd., is the premier multifamily office in the Midwest and one of the largest Registered Investment Advisors (RIA) firms in the country, with oversight of over $19 billion in assets (which includes assets under management) for over 500 clients in 36 states. An independent, fee-only firm providing families and institutions generational estate planning advice and forward-thinking investment strategies for over 30 years, it has special expertise in alternative investments with emphasis on hedge funds and private equity.

With offices in Indianapolis, Chicago, Cincinnati, Grand Rapids and Minneapolis, Oxford specializes in serving clients with net worth above $5 million. For additional information, call 800.722.2289, or visit http://www.ofgltd.com.


Contact

  • Courtney Culver
    Oxford Financial Group, Ltd.
    317-690-4785
    Email

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