What We Stand For

Oxford Retirement Advisors is a full-service, independent team committed to supporting people pursuing their financial goals. We advise nearly as many other investment representatives as we do investors and offer no proprietary products but have access to nearly every financial product and service for individuals and business owners available in the market today.

We act as the “coach” for your team – bringing together “players” and strategies for your goals – but you own the “team” and make the final decisions. At Oxford Retirement Advisors, we know our job is to help our clients make money, and we understand it is equally important to help them protect it.

Mission Statement

As registered Investment Adviser Representatives, my team and I are required by law to adhere to the fiduciary standard, which means we must act in the best interest of our clients. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients. Prudence and perspective govern our decision making. Our stated investment philosophy is “Risk management is paramount to investment success.” We do not, and will not, offer any proprietary products. 

Every member of Oxford Retirement Advisors shares a passion for helping clients and the ideal that ethics should govern every action.


Coaches have helped you your whole life, in ways big and small. We serve as our clients’ investment coach, and we'd like to work for you too.