With over 50 years of wealth management experience, Oxenham Financial specializes in working with individuals to protect and grow their wealth and work towards their financial goals. We take a personalized approach to service and our investment strategies, and build long-term relationships with our clients based on trust and communication.
Chris believes long-term client relationships are built on trust and consistent communication. By offering customized investment models, focusing on the client, and utilizing top technologies, Chris works with dedication to help his clients pursue their financial goals.
A graduate of the University of Maryland’s Smith School of Business, Chris is a Chartered Financial Consultant® (CHFC). This professional designation indicates a financial advisor has completed extensive coursework in wealth management, insurance, financial planning, estate planning, and income taxation. Chris holds his Series 66 and Series 7.
Chris began building his practice at Mass Mutual in 2007 before moving to his present broker-dealer, Securities America, in 2011. Chris oversees the managed asset programs and customized financial plans for Oxenham Financial. He believes that focusing on transparency and bottom-line results is key for clients and something that is lacking in this industry.
In 2015, Chris was appointed to the Howard County Housing Commission by the Howard County Executive. Chris has served on the Marketing Committee of the Howard County Economic Development Authority, the Turf Valley Men’s Golf Association board, and the Trinity School Board of Trustees, and is currently a member of the Young Professionals of Howard County and the Howard County Professional Alliance.
In 2018, Chris was named a 5-star wealth manager and was featured in both the Baltimore Magazine and Wall Street Journal. This award recognizes top wealth advisors in the United States, and measures several important indicators including client satisfaction and industry achievement.
Chris resides in western Howard County with his wife, Nicole, daughter, Madison, and son Austin. In his spare time, he enjoys spending time with his family, playing competitive golf, traveling, and following the Terps.
Connor’s goal is to bring an unmatched level of service and a client-centric philosophy to his client relationships. His dedication to clients revolves around his belief that every client has their own specific situation and financial planning does not have a one-size-fits-all approach. In embracing modern trends of finance, Connor utilizes the latest technology that has revolutionized the asset management and financial planning processes.
A graduate of Loyola University Maryland’s Sellinger School of Business and Management, Connor earned a Bachelor’s degree in Business Administration with a concentration in Finance, minor in Economics, and a Master’s degree in Business Administration. Connor also holds his Series 7 and Series 66 licenses.
Connor has worked his way from an Intern to a Wealth Manager at Oxenham Financial. While working towards his MBA, he developed the belief that the RIA business model is the most efficient way to provide advice to clients.
At Loyola, Connor was a standout golfer on the University’s Golf team. In addition to his athletic accomplishments, he was twice named the Patriot League Scholar-Athlete of the Year for Men’s Golf. Connor continues to be involved in golf through tournament competition and is passionate about introducing young people to the game of golf.
William (Bill) brings a wealth of experience, having seen many types of market environments in nearly half a century in the financial industry. Bill has built his business on the core belief that every client’s situation is different and financial consultants should adapt to the client’s unique needs, not the other way around.
Bill graduated from the University of Maryland in 1967 and went on to serve in the U.S. Army. In 1970, he joined Travelers Insurance, quickly working his way up to agency manager. In 1977 he started his independent practice, which would eventually become known as Oxenham Financial, specializing in retirement planning. In 1991, he came to the Securities America broker-dealer. After more than 25 years, Bill continues to bring energy and passion for managing money and overseeing investment decisions for his clients.
Bill has lived in the Baltimore-Washington Corridor, for his entire life, and has developed a reputation as a leading financial consultant in the pension and profit sharing arena. He holds his Series 63 and Series 7.
Bill resides in Ellicott City with his wife Sharon. He enjoys spending time with his children and grandchildren, playing competitive golf, spending time at his beach house in Ocean City, and is an avid Terps, Orioles, and Ravens fan.
Strategic Partner – Verus Capital Partners – Office of Supervisory Jurisdiction
Oxenham Financial has a national presence through a strategic partnership with Verus Capital Partners, LLC. Through our relationship with Verus, we have a network of over 30 advisors with whom we collaborate on ideas and share a joint vision for a positive client experience. In addition to acting as a trusted advisory network, Verus also provides all compliance for the advisory portion of Oxenham Financial as well as back office and trading support. For more information on our RIA, please visit veruscapitalpartners.com.
Advisory services are offered through Verus Capital Partners, LLC.
As an independent financial planning and wealth management firm, we are able to offer independent, unbiased advice, rather than pushing specific in-house investment products. This independence allows us to choose from a full spectrum of investment options as we strive to protect and grow our clients’ assets.
As small business owners ourselves, we understand the challenges many of our clients face. We also understand the importance of providing personal service and building lasting relationships. We believe our firm’s reputation is built on the strength of these relationships, and there is no greater reward than when a client recommends us to a friend or colleague.
The FIVE STAR Wealth Manager list is created by Crescendo Business Services LLC. It includes 232 wealth managers in the Baltimore/Washington area in 2018. Award candidates are identified by one of three sources; firm nomination, peer nomination or prequalification. Wealth managers were evaluated across ten criteria: (a) Credentialed as an investment advisory representative or a registered investment advisor; (b) Actively employed as a credentialed professional in the financial services industry for a minimum of five years; (c) Favorable regulatory and complaint history review; (d) Fulfilled their firm review based on internal firm standards; (e) Accepting new clients; (f) One-year client retention rate; (g) Five-year client retention rate; (h) non-institutional discretionary and/or non-discretionary client assets administered; (i) Number of client households served. (j) Educational and professional designations. Favorable and unfavorable evaluations are included in the score. Each wealth manager is reviewed for regulatory actions, civil judicial actions, and customer complaints. A favorable regulatory and complaint history is defined by Five Star Professional to mean that the wealth manager has not: *Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; *Had more than a total of three settled or pending customer complaints filed against them with any regulatory authority or through Five Star Professional’s consumer complaint process; *Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; *Filed for personal bankruptcy; *Been convicted of a felony. Five Star Wealth Managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Scores reflect an average of all respondents and are not representative of any one client’s evaluation. The Five Star award is not indicative of the wealth managers’ future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. Five Star Professional is not an advisory firm.