Oxford Financial Corporation

Oxford Financial Corporation

Oxford Financial Corporation was founded in 1981 by Jeffrey S. Maurer in Santa Clara, California. Maurer, who remains Chairman and CEO, built the firm around a multi-family office model, serving high-net-worth families with comprehensive wealth management. The firm expanded with an additional office in Addison, Texas. The firm's strategy centers on customized portfolio management across asset classes including equities, fixed income, private investments, and real assets. Oxford provides financial planning, tax optimization, estate planning, and philanthropic advisory. It manages a mix of separately managed accounts and pooled vehicles for its client families. Oxford's professional team includes advisors, tax specialists, and support staff; exact headcount is undisclosed. The firm operates from Santa Clara and Addison, serving families primarily in the western and southern US. No philanthropic foundation or club memberships are publicly tied to the firm. A structural differentiator is Oxford's RIA fiduciary status combined with a multi-family office service set—most family offices are either single-family or non-RIA advisors. This hybrid lets Oxford offer institutional-grade planning while remaining independent of any single family's balance sheet.