# Oxford Financial Group, LTD
Source: https://planprovider.pro/provider/oxford-financial-group-ltd

> Founded in 1981, Oxford Financial Group, LTD runs a fee-only Registered Investment Advisor (RIA) with a co-fiduciary approach for retirement plans and instit…

Retirement Plan Advisor

Carmel, IN

## About Oxford Financial Group, LTD

<p>Founded in 1981, Oxford Financial Group, LTD runs a fee-only Registered Investment Advisor (RIA) with a co-fiduciary approach for retirement plans and institutional clients.</p>

<p>Headquartered in Carmel in the Indianapolis metro area, the firm has additional offices in Atlanta, Chicago, Cincinnati, Grand Rapids, Minneapolis, and Palm Beach, supporting clients across 36–37 states. It reports $38.0B in assets under management (2026).</p>

<p>Oxford works with high-net-worth families and institutions, providing wealth management, family office services, investment advisory, and institutional consulting. On the retirement plan side, it handles participant-directed plans such as 401(k) and 403(b), along with committee-directed pension plans.</p>

<p>A differentiator is its dedicated retirement plan service team paired with a co-fiduciary, fee-only model that fits plan committees that want an active partner.</p>

<ul>
<li>3(21) fiduciary investment advice for plan sponsors</li>
<li>401(k) and 403(b) plan investment support</li>
<li>Committee-directed pension plan consulting</li>
<li>Investment policy statement (IPS) development</li>
<li>Wealth management and family office services</li>
</ul>

Website: [https://ofgltd.com/](https://ofgltd.com/)

Founded: 1981

## Office Locations

- Carmel, IN (Headquarters)

- Atlanta, GA

- Chicago, IL

- Cincinnati, OH

- Grand Rapids, MI

- Minneapolis, MN

- Palm Beach, FL

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $38.0B

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