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Christopher Oxenham

Advisor at Verus Capital Partners, LLC

Updated today
Verus Capital Partners, LLC logo

Firm

Verus Capital Partners, LLC

Location

Glenlg, MD 21737

Credentials

ChFC®, Series 66

Industry experience

18 years

About

Christopher Oxenham is a financial advisor at Verus Capital Partners, LLC with 18 years of industry experience. He holds the ChFC® designation and Series 66 license. Oxenham has worked at LPL Financial since 2020 and has been with Verus Capital Partners since 2011, with prior experience at Securities America, Inc. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and tactical adjustments, offering customized portfolios aligned with clients’ objectives, risk tolerance, and tax considerations.

Client services

Based on Verus Capital Partners, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Verus Capital Partners, LLC

Income planning Retirement withdrawal strategies Active portfolio management

Occupation focus

Based on Verus Capital Partners, LLC

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for financial planning up to $5,000; consultation fixed fees $500 to $5,000, negotiable

Percentage

$0 - $1,000,000: 2.50% $1,000,001 - $5,000,000: 1.50% $5,000,001 - $25,000,000: 1.00% $25,000,001+: 0.50%

Commissions

IARs may receive commissions from selling insurance and securities products separately; commissions may offset advisory fees

Project-based

Investment Advisor Representative: $500/hour; Para-planner: $100/hour; Administrative Support: $50/hour

Other

Account minimum: $250,000 Minimum fee: Fixed financial planning fee will not exceed $5,000 Fee-only: Financial planning fees charged as fixed fee (up to $5,000) or hourly rate; consultation fees charged hourly (up to $500/hour) or fixed fee ($500 to $5,000); ongoing consultations charged fixed fee generally not less than $5,000 annually, up to $15,000 annually

Location

3881 10 Oaks Rd Ste 2 E

Glenlg, MD 21737

Most active in

Maryland · Texas

Work history

LPL Financial

2020 - Present (6 years)

Verus Capital Partners, LLC

2011 - Present (15 years)

Securities America, Inc

2011 - 2020 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement
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Kathleen M

CFP®, Series 65

Laurel, MD

McQuade, Kathleen Mary

General retirement planning
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Diepriye B

Series 66

Owings Mills, MD

Gramel Capital Management LLC

General tax planning Wealth management Passive / index investing
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Edward N

Series 66

Gaithersburg, MD

Enroute Wealth Management, LLC

Annuities

Matthew P

CFP®

Columbia, MD

Patuxent Financial Partners, LLC

Hi, I’m Matt. My job as a financial planner is to make your life simpler. To help you efficiently and effectively narrow down your options, so you can make the right decisions. And be confident in those decisions for the long-term. Financial planning and investment management are often muddied by unnecessary complexity (usually in an effort to sell you something). It doesn’t need to be this way. I began my career in the financial services industry in 2003 as an analyst with the due diligence law firm Snyder Kearney, LLC (Columbia, MD). At Snyder Kearney, I reviewed public and private securities offerings and evaluated national securities sponsoring companies, focusing on real estate investments and non-traditional investment products. It was there that I realized that I wanted to know more about the practice of law and a lot more about the pretty co-worker in the cubicle next to me, Sylvie. I earned my law degree in 2007 from the University of Baltimore School of Law and married Sylvie in 2008; further proof that education and personal relationships are the investments that produce the best returns. After law school, I practiced law with the firm David Albert & Associates, LLC (Bethesda, MD), focusing in estate planning and administration, guardianship administration, taxation of estates and trusts, and business formations. There, I recognized that helping clients through complicated and often stressful issues was intellectually stimulating and emotionally fulfilling. In 2010, I opened Patuxent Financial Partners, LLC, registered as an Investment Adviser with the State of Maryland in 2017. Here, I leverage my legal background to provide clients with value-added insight in the overlapping areas of estate and financial planning. More importantly, as a personal financial planner and small business owner, I can build lasting relationships with clients and their families; these connections make my work fulfilling, because client success becomes intertwined with my own. I am a CERTIFIED FINANCIAL PLANNER™ practitioner and hold the FINRA Series 65 securities registration. Raised in Columbia, Maryland, I graduated from McDaniel College with a bachelor's degree in English. Outside of the office, I enjoy running, reading, and hiking with my wife, son, and our mutt hound, Kodi.

General estate planning guidance Retirement income strategy General retirement planning Government Employee Baby Boomers (Born 1946-1964)
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John P

CFP®, Series 63, Series 65

Rockville, MD

Cwm Financial Group, Inc.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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