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Oxinas Partners
Oxinas Partners was founded in 2017 by partners Matthew Wagner and Brian Coxon. The firm operates from a dual-office structure in Jeffersonville, Indiana, and...
Oxinas Partners
Oxinas Partners was founded in 2017 by partners Matthew Wagner and Brian Coxon. The firm operates from a dual-office structure in Jeffersonville, Indiana, and Louisville, Kentucky, positioning it to serve clients across the greater Louisville metropolitan area. The firm's footprint and listed staff suggest a focus on personal relationships within a regional client base. The firm's strategy centers on customized portfolio management, financial planning, and 401(k) plan advisory for individuals, high-net-worth clients, and small businesses. Services include retirement-income planning with IRA and Roth IRAs, cashflow analysis, and debt management. The firm's approach is account-level customization, with each client portfolio tailored to specific goals, time horizons, and risk tolerances. Gary Bouch, the firm's Advisor Emeritus, provides counsel and continuity, while a seven-person team that includes financial advisors Bill Green and Paul Caruso handles client relationships. The firm maintains two locations: its primary office in Jeffersonville at 607 North Shore Drive and a Louisville office at 4175 Westport Road. Oxinas Partners operates with an explicit prohibition on growth via outward marketing, instead relying entirely on client referrals. The emeritus advisor publicly states he devotes no time to promoting or prospecting, reinforcing a model built on existing-client service over scale.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Jeffersonville
Corporate office
607 North Shore Drive, Suite 101, Jeffersonville, IN 47130
Additional offices
4175 Westport Road, Suite 100, Louisville, KY 40207
Principals
Matthew Wagner
Partner, Financial Advisor
Brian Coxon
Partner, Financial Advisor
Gary Bouch
Advisor Emeritus
Frequently asked questions
Who runs investment decisions at Oxinas Partners?
Day-to-day advisory and portfolio decisions sit with founding partners Matthew Wagner and Brian Coxon, working alongside financial advisors Bill Green and Paul Caruso. The firm website identifies Wagner and Coxon as the two partners, and they handle client relationships directly. Advisor Emeritus Gary Bouch provides strategic guidance but no longer manages an active client book.
How does Oxinas Partners source clients?
Oxinas Partners explicitly forgoes external marketing and prospecting. Advisor Emeritus Gary Bouch has publicly committed to spending zero time marketing to strangers, crediting client referrals as the sole channel for new business. This positions the firm as a referral-only practice.
What client segments does Oxinas Partners serve?
The firm serves individuals, high-net-worth investors, and small businesses. Its in-house expertise covers 401(k) plan advisory, so small businesses looking for plan design and fiduciary support are a named client segment. Individual planning includes retirement-income strategies across taxable and qualified accounts.
Does Oxinas Partners manage institutional assets or pooled funds?
The firm operates as a retail wealth manager and does not manage institutional separate accounts or pooled investment vehicles. All client assets are managed individually through brokerage or advisory accounts, with no commingled fund structures or institutional mandates disclosed.
What investment products does Oxinas Partners use?
The firm builds portfolios from individual stocks, bonds, mutual funds, ETFs, IRAs and Roth IRAs, based on each client's goals. It does not offer proprietary funds or alternative assets. Its work is centered on public-market portfolio construction, retirement income planning, and cashflow and debt analysis.
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