Oxford Planning Group, LLC

Oxford Planning Group, LLC

Oxford Planning Group is a registered investment advisor (RIA) that functions as a multi-family office, providing financial planning, investment management, and estate strategies to high-net-worth clients. The firm's founding date and principals are not widely disclosed in public sources, suggesting it operates as a private, relationship-driven practice rather than a publicly marketed entity. Wealth origins for its client base likely derive from business sales, inheritances, or executive compensation, but no single family fortune anchors the firm. The firm's investment approach blends traditional asset classes—equities, fixed income, cash—with alternative investments including private equity, real estate, and hedge funds, as typical for multi-family offices serving tax-sensitive clients. Geographic focus is domestic, predominantly within the United States, though no specific portfolio companies or co-investors are named in public records. Oxford Planning Group likely structures client participation through separately managed accounts (SMAs) and occasional pooled vehicles, but no direct deal-level disclosures exist. Team size and professional roster are not publicly available; the firm maintains a low profile, with no listed office outside the US. There is no evidence of a philanthropic foundation or operating company linked to Oxford Planning Group. Recent activity cannot be verified from public sources. A key structural differentiator is its RIA registration, which imposes a fiduciary duty on the firm toward its clients—a binding standard of care that distinguishes it from broker-dealers. This regulatory posture, combined with a multi-family office model, allows the firm to offer consolidated wealth services without the conflicts of proprietary product distribution.