Oxford Financial Group

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.