Oxford Investment Group Inc.

Oxford Investment Group is a fiduciary wealth management firm on Hillsborough Street in Raleigh, working with families and professionals across the Triangle. Retirement planning, portfolio construction, tax awareness, and estate coordination are pulled into one strategy instead of handled piece by piece.

The firm’s motto is retire with confidence, invest with discipline, plan with purpose. Planning starts from what a client actually wants, whether that is a home, an education, travel, or a comfortable retirement. The firm’s view is that any of those takes money, and that choosing the right path makes the difference.

What to know

• A Retirement Readiness Audit is one of the services offered.
• Clients are taken through a multi-step process.
• The firm publishes articles on topics such as fixed annuities and certificates of deposit.
• Investing, saving, and spending are treated as tools toward a client’s goals.