Welcome to Oxford Planning Group

At Oxford Planning Group we are "Focused on Your Tomorrows".  Whether planning for retirement, for a child's college education or funding for future goals, we are committed to your success.  At Oxford, we want you to feel at home, to feel like a part of our family and to know that all of us at Oxford are always committed to what is in your best interest .

Your success will require knowledge of investing, insurance, taxation, and other complex areas.  Additionally, your success will require discipline and attention to detail and a little luck along the way will not hurt.  When you put all of this together you need an individualized strategic plan.  That's where Oxford Planning Group comes in.

When we set up Oxford Planning Group, we chose to be set up as Independent Registered Investment Adviser that is untethered by larger company sales quotas, proprietary products and other conflicts of interest common is larger organizations.  We are focused and committed to what is in your best interest and are free to recommend investment and planning strategies that will best help you reach your goals.

Our job is to make it simpler for you to manage your financial affairs and free you to do the things in life that you do best and enjoy the most.

We hope you will reach out to us to help you achieve your goals.  There is no obligation and there is never a charge for our first meeting.  Also on this page, we welcome you to sign up for our online newsletter to receive ongoing information on prudent financial planning and investment strategies.