Oxford Advisory Group
Oxford Advisory Group is a private, family-owned retirement planning & wealth management firm that focuses on helping pre-retirees and retirees navigate their retirement years. They are an independent Registered Investment Advisory. From humble beginnings, Oxford quickly flourished into what it is today: a family firm rich in tradition and focused on enriching lives. The Oxford team members live in the communities we serve. Our communities are our families and when it comes down to it, it's all about family. We welcome all new clients into the fold as family members because, in the end, we believe family is what's most important.
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Verified contacts
31
available on Kipplo
LinkedIn employees
28
11 to 50 range
Open roles
—
no listings
Distinct roles
18
indexed titles
Tech stack
2
tools in use
Monthly traffic
182
organic / mo
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Decision-makers and verified team members
31 contacts with verified email or phone · masked until revealed.
- TR
Trent Rogy
Planning Advisor · General Business & Management
EmailPhone - TN
Tyler Nowotny
Private Wealth Advisor · Finance & Accounting
EmailPhone - JP
Jeffrey Patten
Financial Advisor · Finance & Accounting
EmailPhone - LM
Luke Mutchie
Financial Advisor · Finance & Accounting
EmailPhone - MD
Matthew D. Sams
Financial Advisor · Finance & Accounting
EmailPhone - SC
Scott Clementi
Financial Advisor · Finance & Accounting
EmailPhone - BS
Brad Swineheart
Chief Marketing Officer · Other
EmailPhone - HM
Hunter Moss
Marketing Director · Advertising & Marketing
EmailPhone - JG
Jamie Gillespie
Marketing Director · Advertising & Marketing
EmailPhone
Showing 9 of 31 verified contacts
Top roles at Oxford Advisory Group
18 distinct titles indexed · top 10 shown.
- 7financial advisor
- 3client relations specialist
- 2lead financial advisor
- 2marketing director
- 1chief marketing officer
- 1client relationship specialist
- 1client specialist
- 1co-founder
- 1director of asset management
- 1director of operations
- +8more titles
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