About Oxford Group

Oxford Wealth Management is a multi-family office and boutique firm.

Where it Started

Our History

Founded on the principles of trust and innovation, Oxford Wealth Management began as a vision to redefine wealth management for modern families. We recognized that the traditional model was often fragmented and impersonal, leaving clients with disjointed advice. We help simplify complex finances for high-net-worth clients, providing clarity and tailored solutions for every relationship.

Over the years, we have grown into a trusted partner for clients across the United States, offering a full suite of services under one roof. From estate planning to investment strategies, our history is built on delivering results and exceeding expectations. Today, we continue to evolve, leveraging cutting-edge financial strategies while maintaining the personal touch that has been our hallmark since day one.

“Price is what you pay, value is what you get.”

Who We Are

Cameron A.

Associate Vice president, Chief Revenue Officer

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Taylor V.

CPA, Financial Adviser

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Our Philosophy

After running our own multi-family office for over a decade, we saw what was missing in the industry. Traditional wealth management firms operate with business models and fee structures designed 30+ years ago – approaches that can’t keep pace with today’s rapidly evolving and complex macroeconomy.

Oxford Group is different by design.

We bring everything you need under one roof: estate planning, tax strategy and preparation, investment underwriting, capital allocation, and family governance. No outsourcing. No fragmented advice. Just a unified team working seamlessly on your behalf.

No two families are the same – your financial strategy shouldn’t be either. Oxford creates holistic, tailored solutions that evolve with your life, your goals, and your legacy.