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oXYGen Financial
oXYGen Financial is a retail wealth-management practice using a Private CFO model for family financial planning.
oXYGen Financial
oXYGen Financial is a financial advisory firm offering services through its Private CFO brand. The firm provides individuals and families with retirement planning, investment management, tax strategy coordination, and life-transition guidance. It promotes a framework built around making, keeping, investing, and planning money. Specific details on the firm's founding, leadership, and assets under management are not publicly disclosed by the firm. Its website focuses on consumer education, free e-book offers, and tiered financial-planning packages branded as Basecamp, Ascend, and SUMMIT. These packages range from one-time fees starting at $1,800 to recurring monthly charges based on service level. Securities are offered through Kestra Investment Services, LLC, and advisory services through Kestra Advisory Services, LLC, both independent of oXYGen Financial. The firm notes that Investopedia has ranked it as a top 10 financial advisor in the United States, though the pertinent benchmark year is not specified on its site. Public documentation on a staff directory, physical office locations beyond a general Atlanta-area presence, or a founding date is unavailable. The firm's media appearances, such as leadership commentary on CNBC and Fox Business in April and May 2024, reinforce its positioning as a retail-oriented planning practice rather than a traditional private equity or venture vehicle.
General information
Firm type
Venture Capital
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, GA, United States
Sector focus
Frequently asked questions
What is oXYGen Financial's Private CFO model?
The Private CFO model assigns a dedicated advisor to a family or individual, integrating services such as cash-flow management, tax coordination, retirement planning, and investment advice. The firm packages these under Basecamp, Ascend, and SUMMIT tiers, with fees varying by meeting frequency, response times, and planning scope.
Is oXYGen Financial a registered investment advisor or a broker-dealer?
oXYGen Financial is neither directly. Securities are offered through Kestra Investment Services, LLC, a member of FINRA and SIPC. Investment advisory services are provided through Kestra Advisory Services, LLC, an SEC-registered investment advisor. oXYGen Financial itself is not affiliated with either Kestra entity.
What client segment does oXYGen Financial primarily serve?
The firm targets mass-affluent individuals and families, emphasizing personal financial planning, retirement readiness, and wealth management. Its positioning as a retail advisory practice is distinct from institutional asset management or family office structures.
Who leads oXYGen Financial and when was it founded?
Neither a founding date nor a named leadership team is publicly available on the firm's website or LinkedIn presence. The firm does not provide an executive biography page or accessible personnel directory.
Does oXYGen Financial manage venture capital or private equity allocations?
The firm does not promote or disclose any venture capital, private equity, or direct-investment activity. Its public materials center entirely on personal financial planning and retail wealth management services.
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