CARMEL, Ind.--(BUSINESS WIRE)--Jun 12, 2023--
Oxford Financial Group, Ltd. is pleased to announce the expansion of its brick and mortar office locations with a new office in Atlanta, Georgia’s Buckhead district and a new office in Palm Beach, Florida.
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Oxford's Atlanta Partner Team (Photo: Business Wire)
In the last decade or so Oxford has evolved from being a Midwest powerhouse to a nationally‐focused multi‐family office with clients in 35 states. Oxford has been working in Atlanta and Palm Beach regularly for decades, and sees 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.
Managing Directors who will be serving these new markets include:
Kevin W. Coquillette: Kevin provides multigenerational families, business owners and institutions guidance around Chief Investment Officer Services. Prior to joining Oxford, Kevin was a Vice President with Goldman Sachs Asset Management.
Barton C. Francis, MST, CFP®, CIMA®: Bart brings his deep technical, business and experiential background in financial, estate, trust and tax planning to develop and monitor creative strategies for families of significance, helping them enhance and preserve their wealth. Prior to joining Oxford, Bart spent over a decade at Bessemer Trust as a Principal and Senior Client Advisor.
Grayson E. Miller: Grayson provides multi‐generational families of significant worth, business owners and select institutions customized and highly relevant wealth enhancement strategies. She works with clients to optimize their investment strategies and coordinate strategic outcomes with the family’s legacy plan. Prior to joining Oxford, Grayson served as a Private Wealth Advisor at Goldman Sachs in Atlanta.
J. Parker Mitchell, MBA, CFA, CFP®: Parker focuses on helping clients navigate the complexities of financial markets by providing customized advice based on a thorough understanding of their personal values, wealth transfer goals and vision for their business and legacy. Prior to joining Oxford, Parker was a Principal and Senior Client Advisor at Bessemer Trust.
ABOUT OXFORD
One of the largest independent RIA firms in the country with oversight of approximately $31.53 billion in assets under advisement* (which includes assets under management), Oxford has 20 Managing Directors who serve over 700 significant families and prodigious institutional clients in 35 states.** 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. Oxford has provided multigenerational estate planning advice and forward‐thinking investment solutions to families and institutions for more than 42 years.
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‐2305‐19
See ofgltd.com/disclaimer for more disclaimer information.
*As of 12.31.21
**As of 3.15.2023
View source version on businesswire.com:https://www.businesswire.com/news/home/20230612220875/en/
CONTACT: Liz Kiser, Oxford Financial Group, Ltd.
317.805.5017
ekiser@ofgltd.com
KEYWORD: UNITED STATES NORTH AMERICA INDIANA GEORGIA FLORIDA
INDUSTRY KEYWORD: FINANCE CONSULTING ACCOUNTING PROFESSIONAL SERVICES ASSET MANAGEMENT
SOURCE: Oxford Financial Group, Ltd.
Copyright Business Wire 2023.
PUB: 06/12/2023 01:42 PM/DISC: 06/12/2023 01:41 PM
http://www.businesswire.com/news/home/20230612220875/en
