On February 1, 2023, Oxford Financial Partners merged into Buckingham Strategic Wealth and now runs Buckingham's Cincinnati office. Buckingham is a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. Buckingham Strategic Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Buckingham Strategic Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Buckingham Strategic Wealth's CRD number is 143323.
View Top Employees from Oxford Financial PartnersWebsite | https://buckinghamstrategicwealth.com/locations/cincinnati |
Revenue | $1 million |
Employees | 6 (5 on RocketReach) |
Address | 8044 Montgomery Rd Ste 163, Cincinnati, Ohio 45236, US |
Phone | (513) 469-7014 |
Fax | (513) 672-0363 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Nichols Wealth Partners, Poulos Advisors, Inc., Schlipman Wealth, Selkirk Wealth Advisors, LLC, Waterstone Private Wealth Management |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies |
Looking for a particular Oxford Financial Partners employee's phone or email?
The Oxford Financial Partners annual revenue was $1 million in 2024.
5 people are employed at Oxford Financial Partners.
Oxford Financial Partners is based in Cincinnati, Ohio.
The NAICS codes for Oxford Financial Partners are [52, 523, 52393, 5239].
The SIC codes for Oxford Financial Partners are [628, 62].