We are Best Builders

Oxford Financial Partners

Oxford Financial Partners is an independent, fee-only fiduciary. We provide independent, objective financial planning and investment advice.

Five Words of Wisdom

At Oxford Financial Partners, our fundamental belief is that it’s never “different this time.” Our longtime clients, going back a decade or two, could have cried that the sky was falling on any number of occasions – and sometimes that is what seemed...

The Five Percent Limit

Bad things can happen to really good companies. Your company’s generous retirement contributions may have made you rich on paper while you were still working, but the game is how to remain financially comfortable after you retire. Placing all your...

Five Years of Stability

Every portfolio is different, and however, certain foundational elements remain the same. The area we’re concerned with today is what we call Five Years of Stability, and it’s a critical building block for any retirement plan. This stability is...

Living on Five Percent

You’ve saved and saved and saved… and then saved some more. Are you ready for retirement? Do you have enough to make the withdrawals you need to cover your expenses (and dreams) and not deplete your savings? The short answer is, maybe...

An Introduction to Power of Five Investing

In the beginning, investing seems really complicated. And honestly, it can be. Much of our job is breaking down the complex nature of the markets, investment options and investment strategies – and helping our clients do the same.

Taking Care of Your Family After Your Passing: Here's How to Write a Letter of Intent During the Estate Planning Process

Having an up-to-date will is an excellent step in establishing an estate plan. It provides legal protection, structure to loved ones and starts the process of dispersing property. A will distributes a majority of your property, but often leaves out...

The Pros & Cons of a Do-It-Yourself Will

We all know we need a will so that our affairs will be in order and our last wishes carried out once we have passed on. But did you know you have options when it comes to creating a will? You may have heard that you can actually do-it-yourself when...

4 Things That Will Be More or Less Expensive After Coronavirus

COVID-19 has impacted nearly every aspect of the economy. When President Donald Trump declared the virus a national emergency at the beginning of March, standards of living rapidly shifted: governors enacted stay-at-home orders, learning...

Common Scams to Be Aware of During the COVID-19 Pandemic

While staying alert and identifying potential scams is something we should always be doing, it is even more important at this moment in time. That's because, amidst the COVID-19 pandemic, scammers are eager to take advantage of the current state of...

5 Financial Goals for Spring

Spring is almost here, and there is no better time to perform a spring cleaning of your finances. One way to get your finances whipped into shape is by setting reasonable financial goals that can help you get on track for a successful year. Always...