Expertise in Investment
Management and Advisory ServicesWith primary focus on the retirement transition__________________SCHEDULE YOUR INTRO MEETING
Expertise in
Investment
Management and
Advisory ServicesWith primary focus on
the retirement transition__________________SCHEDULE YOUR INTRO MEETING

ABOUT OXFORD CAPITAL

Comprehensive financial planning for retirees

At Oxford Capital, we specialize in guiding retirees and those nearing retirement through crucial financial decisions. We offer expert advice on Social Security timing, ensuring your nest egg lasts throughout your retirement years, and smooth transitions into retirement.

Our services include tailored strategies for Roth conversions, Required Minimum Distributions, and coordinated liquidation of retirement and brokerage accounts. We are committed to walking alongside you, ensuring your financial security throughout your retirement journey.

ABOUT OXFORD CAPITAL

Comprehensive financial planning for retirees

At Oxford Capital, we specialize in guiding retirees and those nearing retirement through crucial financial decisions. We offer expert advice on Social Security timing, ensuring your nest egg lasts throughout your retirement years, and smooth transitions into retirement.

Our services include tailored strategies for Roth conversions, Required Minimum Distributions, and coordinated liquidation of retirement and brokerage accounts. We are committed to walking alongside you, ensuring your financial security throughout your retirement journey.

As fiduciaries, your best interest is our best interest.

What is a fiduciary?

A fiduciary is a financial professional who is legally obligated to act in the best interests of their clients. Fiduciaries are bound by a legal duty to prioritize their clients’ needs, providing clients with confidence that their financial interests are being carefully protected.

How are we different?

Unlike stockbrokers, who may earn commissions or meet sales quotas, a fiduciary’s compensation is directly aligned with the growth of their client’s assets. This ensures that a fiduciary’s advice and portfolio management are solely focused on achieving the client’s financial goals.

Why choose a fiduciary?

Working with a fiduciary provides peace of mind. You can trust that the recommendations you receive are grounded in your unique needs, goals, and circumstances—not a one-size-fits-all approach. With a fiduciary advisor, you gain a partner who values transparency and offers unbiased advice.