Oxford to Open Offices in Atlanta, Georgia and Palm Beach, Florida

Oxford Financial Group, Ltd. is pleased to announce the expansion of its brick and mortar office locations. Two new offices are scheduled to open in late 2022/early 2023; one in Atlanta, Georgia’s Buckhead district and one in Palm Beach, Florida.

In the last decade or so Oxford has evolved from being a Midwest powerhouse to a nationally focused multi-family office with clients in 37 states. As Oxford continues its growth, the firm is always strategically examining where it should expand its physical presence to enhance the unique experience Oxford provides its clients and the professionals that serve their clients with them. Oxford has been working in Atlanta and Palm Beach regularly for decades, and see significant advantages for their clients and partners in establishing a physical presence in these markets. Atlanta is the business epicenter for the entire Southeast with connectivity and influence in a region that includes seven states and also boasts an international reach. Palm Beach enjoys a concentration of business owners and legacy family wealth that has long been serviced by Oxford. Expanding Oxford’s presence and influence in these markets is beneficial for the firm’s effectiveness and focus for the clients Oxford serves.

Jeff Thomasson, CEO and Managing Director, shared, “Oxford prides itself on providing a bespoke experience to our client families and institutions, and the professional teams which support them. We see this expansion of resources and our ongoing physical presence in these markets as a logical step for us as the number of families we serve continues to grow in these regions.”

ABOUT OXFORD

Oxford Financial Group, Ltd.^™ is the premier multi-family office in the Midwest and one of the largest independent RIA firms in the country with oversight of approximately $27.96 billion in assets under advisement (which includes assets under management) *. Oxford was founded in 1981 and provides multi-generational estate planning advice and forward-thinking investment solutions to 700+ significant families and prodigious institutional clients in 37 states. Oxford remains privately owned and has more than 150 professionals including CPAs, attorneys, CFA charterholders and CFP® practitioners, with locations in Chicago, Cincinnati, Grand Rapids, Indianapolis and Minneapolis. Oxford is an independent, fee-only firm that is privately held by its partners, with special expertise in Bespoke Generational Solutions, Aspirational Solutions and Diversifier Strategies. The firm provides conflict-free advisory services, with fee-only compensation and no proprietary products, commissions, soft dollars or finder’s fees.

The information in this presentation is for educational and illustrative purposes only and does not constitute investment, tax or legal advice. This report shall not constitute an offer to sell, or a solicitation of an offer to purchase any security. The opinions expressed are those of Oxford Financial Group, Ltd. The opinions are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Oxford Financial Group, Ltd. is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission and is headquartered in Carmel, Indiana. Registration does not imply a certain level of skill or training. For more information about our firm, or to receive a copy of our disclosure Form ADV and Privacy Policy, call 800.722.2289 or contact us at info@ofgltd.com. OFG-2206-4

See ofgltd.com/disclaimer for more disclaimer information.

*As of 12.31.20

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