Oxford Financial Group, Ltd.

At Oxford, we provide unbiased, fee-only financial advice, placing our clients at the heart of our business.

Oxford Financial Group, Ltd. - Grand Rapids

At Oxford, we provide unbiased, fee-only financial advice, placing our clients at the heart of our business. As a truly independent firm in Grand Rapid, 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.