Articles from Oxford Financial Group, Ltd.

Oxford Financial Group, Ltd. is pleased to announce the addition of Russ DeLibero as Chief Wealth Planning Officer. In his new role, Russ leads complex estate and wealth planning initiatives and provides strategic direction to the Family Office Services Technical team. He also serves as a member of Oxford’s Senior Leadership Team.

Oxford Financial Group, Ltd. continues to grow its team with the recent hire of Alexandra Neff as Chief Marketing Officer. In this role, Alex will lead Oxford's marketing strategy and initiatives to further strengthen its market position and promote its offerings to clients.

Oxford Financial Group, Ltd. has expanded its team with the addition of Tania DeVries, a Managing Director in the firm’s Grand Rapids, Michigan office. Tania collaborates with investment and tax planning experts to deliver strategic, customized solutions that align with the financial objectives and life goals of Oxford’s clients.

Andrew Filauro was named in the 2024-2025 Palm Beach 100 [https://issuu.com/pbmg/docs/pbi_0824?fr=xKAE9_zU1NQ], Palm Beach Illustrated's list of 100 Palm Beach County residents who are making their mark on business, philanthropy and community.

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.

Oxford Financial Group, Ltd. is pleased to announce the expansion of its brick and mortar office locations. Two new offices are scheduled to open in late 2022/early 2023; one in Atlanta, Georgia’s Buckhead district and one in Palm Beach, Florida.

Oxford Financial Group, Ltd. has announced the formation and funding of Mayfair Capital Partners (MCP), an in-house private equity investment team based in Carmel, Indiana and Minneapolis, Minnesota. The division has been seeded with approximately $500 million of initial AUM to support MCP’s expected investment pace of one to two deals per year with an equity ticket size of $50 – 125 million per transaction; Oxford has earmarked $300 million of incremental capital. Oxford’s sophisticated multi-family office structure allows MCP to create long-term value by focusing on alignment of goals and incentives. We believe this structure also provides advantages compared to traditional private equity so MCP can be a flexible, patient and supportive capital partner.