CARMEL, Ind.–(BUSINESS WIRE)–Jun 14, 2022–
Oxford Monetary Group, Ltd. is happy to announce the enlargement of its brick and mortar workplace areas. Two new places of work are scheduled to open in late 2022/early 2023; one in Atlanta, Georgia’s Buckhead district and one in Palm Seaside, Florida.
Within the final decade or so Oxford has advanced from being a Midwest powerhouse to a nationally centered multi-family workplace with shoppers in 37 states. As Oxford continues its progress, the agency is all the time strategically analyzing the place it ought to increase its bodily presence to boost the distinctive expertise Oxford gives its shoppers and the professionals that serve their shoppers with them. Oxford has been working in Atlanta and Palm Seaside commonly for many years, and see important benefits for his or her shoppers and companions in establishing a bodily presence in these markets. Atlanta is the enterprise epicenter for all the Southeast with connectivity and affect in a area that features seven states and likewise boasts a world attain. Palm Seaside enjoys a focus of enterprise homeowners and legacy household wealth that has lengthy been serviced by Oxford. Increasing Oxford’s presence and affect in these markets is helpful for the agency’s effectiveness and focus for the shoppers Oxford serves.
Jeff Thomasson, CEO and Managing Director, shared, “Oxford prides itself on offering a bespoke expertise to our shopper households and establishments, and the skilled groups which assist them. We see this enlargement of sources and our ongoing bodily presence in these markets as a logical step for us because the variety of households we serve continues to develop in these areas.”
ABOUT OXFORD
Oxford Monetary Group, Ltd. ™ is the premier multi-family workplace within the Midwest and one of many largest unbiased RIA companies within the nation with oversight of roughly $27.96 billion in property beneath advisement (which incorporates property beneath administration) *. Oxford was based in 1981 and gives multi-generational property planning recommendation and forward-thinking funding options to 700+ important households and prodigious institutional shoppers in 37 states. Oxford stays privately owned and has greater than 150 professionals together with CPAs, attorneys, CFA charterholders and CFP® practitioners, with areas in Chicago, Cincinnati, Grand Rapids, Indianapolis and Minneapolis. Oxford is an unbiased, fee-only agency that’s privately held by its companions, with particular experience in Bespoke Generational Options, Aspirational Options and Diversifier Methods. The agency gives conflict-free advisory companies, with fee-only compensation and no proprietary merchandise, commissions, mushy {dollars} or finder’s charges.
The knowledge on this presentation is for instructional and illustrative functions solely and doesn’t represent funding, tax or authorized recommendation. This report shall not represent a suggestion to promote, or a solicitation of a suggestion to buy any safety. The opinions expressed are these of Oxford Monetary Group, Ltd. The opinions are as of the date of publication and are topic to alter resulting from adjustments available in the market or financial circumstances and will not essentially come to move. Oxford Monetary Group, Ltd. is a Registered Funding Advisor (RIA) registered with the Securities and Trade Fee and is headquartered in Carmel, Indiana. Registration doesn’t suggest a sure stage of talent or coaching. For extra details about our agency, or to obtain a replica of our disclosure Type ADV and Privateness Coverage, name 800.722.2289 or contact us at information@ofgltd.com. OFG-2206-4
See ofgltd.com/disclaimer for extra disclaimer info.
*As of 12.31.20
View supply model on businesswire.com:https://www.businesswire.com/information/dwelling/20220614005955/en/
CONTACT: Elizabeth Kiser, Oxford Monetary Group, Ltd.
317.805.5017
ekiser@ofgltd.com
KEYWORD: UNITED STATES NORTH AMERICA INDIANA GEORGIA FLORIDA
INDUSTRY KEYWORD: FINANCE CONSULTING BANKING PROFESSIONAL SERVICES ASSET MANAGEMENT
SOURCE: Oxford Monetary Group, Ltd.
Copyright Enterprise Wire 2022.
PUB: 06/14/2022 01:32 PM/DISC: 06/14/2022 01:32 PM
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