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Nicholas Klein Email
Managing Director . Oxford Financial Group
Carmel, IN
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Oxford Financial Group, Ltd. is the premier multifamily office in the Midwest and one of the largest Registered Investment Advisor (RIA) firms in the country. Oxford has oversight of more than $20 billion in assets (which includes assets under management), with 20 Managing Directors serving over 800 families and institutions in 37 states. Oxford is an independent, fee-only firm providing families generational estate planning advice and institutions forward-thinking investment strategies for over 35 years. With special expertise in alternative investments and private equity, Oxford specializes in serving clients with net worth above $5 million. For additional information, call 800.722.2289, or visit www.ofgltd.com.Oxford Financial Group Address
11711 N Meridian StCarmel, IN
United States