Oxenham Financial’s wealth management philosophy revolves around a simplified investing platform based on complex strategies.
Qualified Retirement Accounts
- 401Ks, 403Bs, and Other Large Business Solutions
- Profit Sharing Plans, Simple IRAs, SEPs, Solo Ks, and Other Small Business Solutions
- Traditional IRAs, Roth IRAs, and other Individual Retirement Solutions
Non-Qualified Retirement Accounts
- General Investment Accounts
- Trust Accounts
- Corporate Accounts
- Wealth Preservation Accounts
UNBIASED, INDEPENDENT ADVICE
As an Independent Wealth Management firm, Oxenham Financial is able to offer clients access to a full universe of investment options.
We use non-proprietary platforms and don’t force clients towards an in-house mutual fund or a one-size-fits-all approach that isn’t in their best interests.
The result is a goal oriented, managed solution based on local accountability. We wouldn’t have it any other way.
No Transaction Fees
We don’t believe the act of trading should influence how a financial advisor gets paid.
At Oxenham Financial, we take a holistic approach to managing our clients’ wealth. In certain markets, making fewer trades is often the best move we can make.
Managed Growth Investment Model Series – Key Strategy Points
- Blending both active and passive investments
- Rebalanced quarterly to keep portfolio within set parameters
- Fully diversified portfolio investing in multiple asset classes
- Ongoing evaluation of ETFs and Mutual Funds
- Fees are never tied to trading – goal is to maximize return
- Clients can add customized hold on demand as well: stocks, bonds, ETFs, commodities, and other outside funds