Chief Executive Officer and Managing Director
Dear Oxford Friends,
As I reflect on this past year at Oxford Financial Group, Ltd.ā¢, one thing stands out clearly: the Oxford Difference continues to resonate with our clients, partners and the broader market. This ongoing commitment to independent, client-centric service has fueled another successful year for our firm, allowing us to expand in ways that reinforce our values and strategic direction.
One of the most significant developments for us has been the progress toward establishing a national trust charter. While this initiative is not quite complete, it represents a pivotal step in Oxfordās ability to offer even greater flexibility and service to our clients nationwide. We are confident that once implemented, it will add another layer of value to our comprehensive wealth management offerings. Iām excited about whatās to come as we continue to refine and execute this important addition to our services.
Our presence in newer markets, particularly in Atlanta and Southeast Florida, has continued to exceed expectations. The reception in these communities has been overwhelmingly positive, with many centers of influence responding enthusiastically to Oxfordās distinct fiduciary approach to our business.
We are seeing a significant uptake in private equity transactions, driven by both new investments and successful exits. While itās true the broader marketās performance this year has been buoyed by a select few stocks, weāve ensured our clients’ portfolios are positioned to benefit from such trends, while still adhering to our core investment principles.
Itās also worth emphasizing that our independence remains a cornerstone of our strategy. Unlike many firms that have opted to sell stakes to private equity (with potential conflicts for some), Oxford is wholly committed to maintaining 100 percent ownership by our Partners. This approach allows us to retain the culture and continuity that have defined us for over four decades.
As we look ahead, Iām particularly focused on growing our client-facing Managing Director roles by 15 percent annually over the next five years. This investment in our people is critical to maintaining the high-touch service our clients have come to expect from Oxford.
Additionally, I anticipate opening another market office by the end of 2025, which will help us extend our reach to better serve clients in key regions.
Continuous learning and improvement have been, and always will be, part of our DNA. We remain committed to leveraging technologyānot just to keep pace with industry standards but to lead where it matters most for our clients. Whether through refined service offerings or operational efficiencies, our goal is to ensure that Oxford clients benefit from both strategic foresight and practical enhancements.
The past year has reinforced the importance of maintaining a culture of trust, respect and collaboration within our firm. Iām proud to say that Oxford remains a place where people are genuinely happy to come to work, collaborate and contribute to something special. As always, I am grateful for our teamās dedication and the trust of our clients, which together make Oxfordās success possible.
We have ambitious goals for the coming year, and I look forward to sharing this journey with you. Thank you for being part of the Oxford Story.
Sincerely,
Jeffrey H. Thomasson, MBA, CFPĀ®
CEO & Managing Director