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Oxford Wealth Management

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Client assets under management

$108,078,764

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Clients

64

41% high-net worth

Advisors

2

of 11 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

32

Low

Average account size

$1,688,731

About

Oxford Wealth Management provides investment advisory, financial planning, consulting, and retirement-plan services to individuals, high net worth families, trusts, IRAs, business entities and employee retirement plans. The firm works with clients on both discretionary and non‑discretionary mandates and offers consolidated reporting and monitoring services tied to a client’s Investment Plan.

Oxford’s investment process emphasizes macroeconomic research and a tailored Investment Plan that guides allocations across equities, fixed income, mutual funds/ETFs, options and select Alternative Investments. The firm monitors portfolios periodically (typically quarterly) and requires that any allocations to private or other Alternative Investments be pursued on a non‑discretionary basis with client authorization and direct execution of subscription documents.

Compared with many peers, Oxford discloses relationships and activities that may affect client recommendations: some representatives are licensed to sell life insurance and may receive commissions, the firm is affiliated with Family Office Tax which provides tax preparation and consulting, and it may recommend affiliated private funds. The firm also offers ERISA plan advisory services and may engage sub‑advisers, all while operating with a relatively small client base and a recent founding date.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Options & derivatives strategies Active portfolio management ESG / Sustainable investing

Fee options

Fixed

Financial planning fees generally fixed and negotiated per client; payable in arrears.

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.40% $3,000,001 - $10,000,000: 1.30% $10,000,001 - $25,000,000: 1.10% $25,000,001+: 0.65%

Performance-based

Performance-based fees may be charged in limited circumstances for qualified clients, not part of standard services.

Other

Fee-only: Financial planning and consulting fees are negotiated on a client-by-client basis, generally fixed fees payable in arrears.

Main office location

Oxford Wealth Management

195 North State Street, Suite 200 Owm

Lindon UT 84042, United States

Number of offices

1

Most active in

More info

Utah

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn 385-206-5271

Advisors at this firm

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Taylor V

Series 65, Series 66

Lindon, UT

Oxford Wealth Management

Taylor Vowles is a financial advisor at Oxford Wealth Management with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Drive Wealth Management and Crewe Capital. Vowles also serves as an independent certified public accountant and is involved in managing private investment holding companies. Oxford Wealth Management provides investment advisory, financial planning, consulting, and ERISA retirement-plan fiduciary services primarily to individuals, high-net-worth families, trusts, IRAs, and business entities. The firm typically serves clients with net worths of $5 million or more, offering both discretionary and non-discretionary portfolio management across a broad range of asset classes.

Private / alternative investments Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Cameron A

Series 65

Lindon, UT

Oxford Wealth Management

Cameron Archibald is a financial advisor at Oxford Wealth Management with a Series 65 designation and experience in various roles across the financial and public sectors since 2011. He serves as President of Teton Strategy Group, LLC, advising start-ups, corporations, investment funds, family offices, and boards. Archibald also holds a leadership position at Utah Valley University, focusing on diversifying revenue sources and managing commercial services. Oxford Wealth Management provides investment advisory, financial planning, consulting, and ERISA retirement-plan fiduciary services primarily to high-net-worth individuals, families, trusts, IRAs, and business entities. The firm offers tailored investment plans and portfolio monitoring with an emphasis on discretionary and non-discretionary management.

Private / alternative investments Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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