Oxford Financial Group, Ltd.™ is the premier multi-family office in the Midwest and one of the largest independent RIA firms in the country with oversight of approximately $31.53 billion in assets under advisement* (which includes assets under management). Oxford has 18 Managing Directors in five market offices (Atlanta and Palm Beach offices opening soon) who serve over 700 family and institutional clients in 35 states.**

Oxford is an independent, fee-only firm that is privately held by its Partners and has provided multigenerational estate planning advice and forward-thinking investment solutions to families and institutions for over 40 years. With special expertise in Aspirational Solutions and Diversifier Strategies, Oxford specializes in addressing the needs of 8-9-figure clients. Oxford Financial Group, Ltd. is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission and is headquartered in Carmel, Indiana. Registration does not imply a certain level of skill or training. For more information about our firm, or to receive a copy of our disclosure Form ADV and Privacy Policy, call 800.722.2289 or contact us at info@ofgltd.com.

The information in this presentation is current as of the date of the report and is subject to change. This presentation has been prepared from original sources and data believed to be reliable.

However, no representations are made as to the accuracy or completeness thereof. This presentation is for educational and illustrative purposes only and does not constitute investment, tax or legal advice. Past performance is not indicative of future results. The opinions expressed are those of Oxford Financial Group, Ltd.’s Investment Management Team. The opinions referenced are as of the date of the publication and are subject to change due to changes in the market or economic conditions that may not necessarily come to pass. Forward-looking statements cannot be guaranteed. This not a recommendation to buy or sell a particular security, nor is it financial advice or an offer to sell any product. OFG-2212-2/OFG-2212-3

*As of 12.31.21
**As of 8.1.22