The Oxford Approach to Building an Elite Team

At Oxford, excellence isn’t achieved by chance—it’s the result of a deliberate effort to assemble a team of professionals whose collective expertise and dedication ensure the highest standard of service for our clients. We believe the depth of knowledge across our team, combined with a unique culture of collaboration and shared purpose, sets Oxford apart in the competitive world of financial services.

A Culture of Excellence
Our team is distinguished not just by individual credentials but also by the culture we’ve cultivated. At Oxford, technical acumen is paired with interpersonal skills and a commitment to our mission, ensuring every associate contributes meaningfully to both client outcomes and the broader team dynamic.

The numbers speak volumes about the caliber of our associates. Oxford’s team includes 22 Certified Financial Planners^™, 12 Chartered Financial Analysts^®, 19 MBAs, 11 attorneys with Juris Doctor degrees and six Certified Public Accountants. From sophisticated investment strategies to multigenerational estate planning, our associates bring a wealth of expertise to every interaction.

Careful Recruitment, Continuous Growth
To amass such an experienced and well-credentialed team, Oxford’s recruitment process is rigorous, emphasizing both technical skills and cultural alignment. Associates must embody the values that have defined the firm since its inception—teamwork, integrity and a client-first approach. This careful selection helps ensure new team members not only add to Oxford’s technical expertise but also enhance its culture of collaboration and shared purpose.

Oxford’s commitment to excellence extends beyond recruitment. Professional growth and continuous improvement are hallmarks of our culture. Through mentorship, ongoing education and opportunities to collaborate on complex client needs, associates at Oxford are supported in their journeys to achieve their fullest potential. This commitment to growth benefits both our associates and our clients, and we believe this is what helps Oxford remain at the forefront of the industry.

Securing a Legacy of Stability
Another key differentiator is our deliberate focus on stability and independence. By placing voting shares of the firm in a Delaware Dynasty Trust, Oxford has ensured that its culture and values remain intact for generations to come. This structure not only preserves the independence of the firm but also aligns with the long-term needs of the families and institutions we serve. We see it as a forward-looking decision that underscores Oxford’s commitment to stability, continuity and excellence.