Oxford Financial Partners

Financial Services - Deer Park, OH, US

Oxford Financial Partners Employees
Carolyn Smith

Administrative Assistant

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Patrick Walsh

Partner, Senior Advisor, Chief Compliance Officer

Contact Patrick Walsh

Kim Stark

Family Wealth Advisor

Contact Kim Stark

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Oxford Financial Partners Details

In short, people hire us for 3 things:• Clarity - a written financial plan, which we call the Financial Wellcheck• Confidence - a proven investment system, which we call Power of 5 Investing®• Catalyst - a partner who will serve as a catalyst to get things doneAs a firm we are:• Fee-Only - Our sole source of compensation are the fees paid to us by our clients. No commissions.• Fiduciary - We are legally required to place our clients' interests ahead of our own at all times.• Fiercely Independent - We work only for our clients. No brokerage firm, no parent company, no middleman.

Oxford Financial Partners logo, Oxford Financial Partners contact details
Website: oxfordfp.com
Employees: 5 - 9
HQ: 513 469-7014
Location: Deer Park, OH, US
Revenue: 1 - 2.5 Million
Finance Financial Services Financial Advisory Services
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