Oxford Financial Group, Ltd. is pleased to announce the expansion of its brick and mortar office locations. Two new offices are scheduled to open in late 2022/early 2023; one in Atlanta, Georgia’s Buckhead district and one in Palm Beach, Florida.
In the last decade or so Oxford has evolved from being a Midwest powerhouse to a nationally focused multi-family office with clients in 37 states. As Oxford continues its growth, the firm is always strategically examining where it should expand its physical presence to enhance the unique experience Oxford provides its clients and the professionals that serve their clients with them. Oxford has been working in Atlanta and Palm Beach regularly for decades, and see significant advantages for their clients and partners in establishing a physical presence in these markets. Atlanta is the business epicenter for the entire Southeast with connectivity and influence in a region that includes seven states and also boasts an international reach. Palm Beach enjoys a concentration of business owners and legacy family wealth that has long been serviced by Oxford. Expanding Oxford’s presence and influence in these markets is beneficial for the firm’s effectiveness and focus for the clients Oxford serves.
Jeff Thomasson, CEO and Managing Director, shared, “Oxford prides itself on providing a bespoke experience to our client families and institutions, and the professional teams which support them. We see this expansion of resources and our ongoing physical presence in these markets as a logical step for us as the number of families we serve continues to grow in these regions.”