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Comprehensive Financial and Retirement Planning

 

OXFORD Wealth Advisors is a team of full-service financial planning and wealth management professionals. We partner with our clients to help them on their journey to financial peace of mind, providing a variety of services which include financial planning, investment management, tax and business services, estate planning, insurance, and philanthropic counsel. We have a 22 year history of delivering financial counsel based on applying biblical wisdom with a  "higher perspective”. Our advice is based on a fee-only business model allowing our advisors to offer objective recommendations so that our clients can make informed decisions. With offices in Colorado, and Texas, we serve over 900 clients across several states. Our advisors share a dedication to see our clients free to pursue the things in life that matter most to them.

Our Story  Oxford provides investment and wealth management services through experienced financial advisors who cultivate relationships and utilize resources such as financial planning software, investment vehicles, and tax planning strategies to help clients achieve their goals.

But it’s our values that set us apart from other wealth management firms. It is what motivates us and gives purpose to that excellence for which we strive.

We are more than a financial planning, investment management, and estate planning firm. We strive to do all of those things eminently well , however, inspired by authors and educators like Dave Ramsey and the late Larry Burkett, we have purposed to transcend the ordinary and help people achieve financial peace of mind. And as you find peace of mind about money – without anxiety, conflict, or fear – your life will be filled with purpose and be more satisfying--allowing you to focus on what matters most.

The goal of helping people find and reach their goals and live above material things alone--for a higher purpose was one of the cornerstones on which Jim Palumbo established the company in 1995. Jim felt called to help people become better stewards of their money and resources and have a better relationship with money by using not just technical expertise, but classical wisdom as well. For over 20 years, many of our clients have come to us, and they stay with us, because they are attracted to our uncommon approach to wealth management. Call today and learn more about how we integrate this classical wisdom into our counsel.

Financial Planning

The purpose of a financial plan is to set you on a path to achieving your financial goals. You are better equiped to make important financial decisions and to make wise choices when we have a long-term view. A well designed, and integrated plan is a road map showing an efficient and methodical way to arrive at your desired destination.

 Investment Management

Oxford advisors understand that investing plays an important role in the overall stewardship process to help individuals provide for their families, focus on those things that are important, and to be generous. Our advisors work to help clients grow their investments to meet their personal financial goals. Our method of investing provides intelligent solutions to complex problems, underpinned by the ethics and values that matter most to all of us.

 

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results.Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.   

Jim Palumbo is a Principal and an Investment Advisor Representative,  and Steve Pease, Dave Smiley, Scott Rader, and Joe Longoria are Investment Advisor Representatives with Dynamic Wealth Advisors dba Oxford Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.