Edward Jones-Financial Advisor: David O'Malley

Oxford Financial Group, Ltd. - Palm BeachAt Oxford, we provide unbiased, fee-only financial advice, placing our clients at the heart of our business. As a truly independent firm in Palm Beach, we do not sell products or receive commissions, ensuring our sole commitment is to serve your best interests. Our services include investment advisory, estate planning, wealth management, investment consulting, trust administration, and family office services. With over 43 years of experience and $30 billion in assets under advisement, we pride ourselves on our independence, expertise, and results-oriented approach. Trust Oxford for multigenerational estate planning and forward-thinking investment solutions.

Working with you to help you preserve and protect your wealth, simplify your financial life and bring clarity to the process.

Dvora Lange Callahan views herself as a financial organizer who is dedicated to providing financial peace of mind to her clients, allowing them to move forward with their plans-goals in a worry-free manner.