Our stated investment philosophy is “Risk management is paramount to investment success.” We do not, and will not, offer any proprietary products. 

Oxford Retirement Advisors is a full-service, independent team committed to supporting people pursuing their financial goals. We advise many other investment representatives and investors. We offer no proprietary products and 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.

As registered Investment Adviser Representatives, we 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.

We look to be client’s trusted ally, first call, whether they’re looking for investment advice or need to discuss a personal matter.

Every member of our team shares a passion for helping clients so they can focus on what matters most. We believe ethics should govern every action.