Oxford Financial Group Ltd
Oxford Financial Group, located in Berkeley, CA, is a top-ranked Registered Investment Advisor (RIA) offering a range of financial services, including investment advisory, family office services, and institutional consulting. The firm is committed to providing bespoke generational solutions and personalized financial support to its clients through a team of experienced professionals.
With a leadership team comprised of highly qualified managing directors, Oxford Financial Group emphasizes a client-centric approach and a fiduciary business model. Their expertise spans various areas, including retirement plan consulting, philanthropic support, and investment management, ensuring tailored solutions for diverse financial needs.
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