Comprehensive Financial and Retirement Planning
Oxford Asset Management is an investment advisory firm specializing in financial planning and retirement planning with offices in South Padre Island, Texas; Durango, Colorado; and Lafayette, Louisiana.
The firm was organized in 1996 out of a desire to provide superior and comprehensive financial planning, including scientific portfolio construction, intelligent asset allocation, prudent investment advice, and more investment options. We take pride in our ability to cultivate unbiased, objective, long-term relationships utilizing both transaction-based and fee-only arrangements. This ability allows for greater flexibility in meeting client needs. Our clients have found our approach to be a refreshing and rewarding alternative to previous relationships with more traditional brokers.
Our Commitment
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.
Our Principle
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.
Our Mission
To provide personal, customized financial planning services to individuals, families, and businesses committed to working towards their financial goals.
Contact us for a free initial consultation
If you have any questions about your current financial situation or would like to schedule an appointment, please email us at info@oxfordam.net or give us a call at (866) 56-Money. We look forward to working with you on all of your endeavors.
