OXLEY WEALTH MANAGEMENT, LLC is a leading financial advisory firm that provides personalized and expert financial guidance to individuals, families, and businesses. With a team of experienced and knowledgeable advisors, OXLEY WEALTH MANAGEMENT, LLC offers a range of financial services to help clients achieve their financial goals.
H2: How does the advisor help clients – Key Takeaways:
– Provides personalized financial guidance
– Offers a range of financial services
– Helps clients achieve their financial goals
H2: Facts and Insights
OXLEY WEALTH MANAGEMENT, LLC has been in business for over 20 years, serving clients across the United States. The firm has over $500 million in assets under management and has a team of 10 dedicated financial advisors. With their expertise and experience, OXLEY WEALTH MANAGEMENT, LLC has helped numerous clients make smart financial decisions and secure their financial future.
H2: Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
H2: Financial Services Offered
– Investment management
– Retirement planning
– Estate planning
– Tax planning
– Risk management
– Education planning
– Wealth transfer
– Business planning
H2: Client Types
– High-net-worth individuals
– Families
– Business owners
– Professionals
H2: Fees & Compensation
OXLEY WEALTH MANAGEMENT, LLC charges a percentage of assets under management as their fee. This fee varies depending on the services provided and the value of assets under management. The firm believes in transparent and fair pricing and does not have any hidden fees or commissions.
H2: Background
OXLEY WEALTH MANAGEMENT, LLC was founded by John Oxley, a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA), with a vision to provide comprehensive and personalized financial guidance to clients. The firm has a team of experienced and dedicated advisors who have extensive knowledge and expertise in the financial industry. OXLEY WEALTH MANAGEMENT, LLC is committed to helping clients achieve their financial goals and providing them with the highest level of service.
H2: Financial Advisor Disclosures to Know
As a registered investment advisor, OXLEY WEALTH MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean record with no disciplinary actions or complaints. They are committed to upholding the highest ethical standards and always act in the best interest of their clients.
In conclusion, OXLEY WEALTH MANAGEMENT, LLC is a trusted and reputable financial advisor that offers a range of services to help clients achieve their financial goals. With their expertise, dedication, and transparent approach, clients can trust that their financial future is in good hands with OXLEY WEALTH MANAGEMENT, LLC. Schedule a consultation today to see how they can help you achieve financial success.