Oxford Asset Management is an investment advisory firm specializing in financial planning and retirement planning with offices in the McAllen, San Antonio, and Colorado Springs area.
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 anxiet, 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.
As your professional financial team we endeavor to keep you focused on where you want to go, advise you on how to get there, and work with you to maintain a disciplined approach to realizing your dreams. It’s our goal to help you secure your retirement, estate, and life style planning needs with less fear, and more importantly, a greater hope for the future.
At Oxford Asset Management we believe a thorough understanding of your current financial situation is critical to successfully making prudent decisions concerning your future financial condition. We do that by listening to you, working with you one-on-one, and designing a portfolio specifically for your personal and professional aspirations.
To provide personal, customized financial planning services to individuals, families, and businesses committed to working towards their financial goals.
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 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.