About Us

Dan has 20 years of experience advising clients financial needs.  Dan is originally from Grosse Pointe MI, where we grew up on Oxford Road.  Prior to founding Oxford Capital, Dan was a Vice-President Financial Advisor with Chase Investment Services, as well as an advisor at Merrill Lynch where he earned his CRPC.  Dan earned a BBA in Business management as well as his MBA from Northwood University in Midland MI.  Dan and his wife Sarah are blessed with two children and reside in West Lafayette.  Outside of work Dan enjoys working out, playing with his children and studying Chinese; currently at level 3 speaking. 

If you've come to us through the SmartVestor Pro program, you're likely a Dave Ramsey fan, and so are we. Dan Phelps is honored to guide you through the SmartVestor program to help you understand the "Baby Steps" to a successful financial plan.  Dan is currently on Step 7 and is passionate about sharing his story and helping others complete the steps as well.

Dan, along with an office support staff are looking forward to meeting you!