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Oxford Financial Group Overview
Type
Multi Family Office
Year Founded
1981
General Information
Oxford Financial Group is a multi-family office headquartered in Carmel, United States. Founded in 1981 by investment advisor Jeffrey H. Thomasson, its origin lies in Thomasson’s fee-only registered investment advisory practice that expanded to serve affluent families and institutions across the country. The firm oversees multibillion-dollar assets, providing estate planning, portfolio construction and alternative investment access—delivering integrated wealth stewardship.
Contact Information
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Carmel, IN, United States
Portfolio & Notable Allocations
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