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Providing clarity of thought for your financial future.

Oxford Harriman & Company

We are a team designed to help investors accumulate, preserve, and transfer wealth through a collaborative and strategic approach.

We offer a comprehensive approach to private wealth management that helps to chart a course based on focus, strategy and discipline.

Serving the financial and wealth management needs of a select group of clients, Oxford Harriman & Company has developed a practice based upon the premise of long-term investing to help achieve a secure financial future.

Meet the Oxford Harriman & Company Team

Following the guiding principal of “clarity of thought” in strategic planning, risk management and asset management, we are dedicated to helping families identify their unique financial circumstances and objectives, then creating specific strategies designed to help fulfill their needs and goals.

Our dynamic wealth management process is delivered to our clients with an unwavering focus on an investment philosophy that is consistent, disciplined, and focused on the decision-making process, rather than on short-term performance.

Our team of professionals is highly-qualified to provide personalized wealth management services to its clients.

We understand that wealth management is more than just the wide range of financial services and solutions you access; it is how those services and solutions are developed and delivered to help you in a manner that allows you to best pursue your goals.

It’s a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations.

To help manage your wealth, Oxford Harriman & Company calls upon the advisory and investment brokerage capabilities of Wells Fargo Advisors Financial Network—one of the world’s largest financial services firms.

Meet the Oxford Harriman & Company Team

How we are Different...

We’re here for those seeking a clear, strategic direction towards investment planning and wealth management.

Most people join us because they have no clear strategic direction towards meaningful investment planning and wealth management, along with no clear direction involving a methodology.

Clarity of Thought

Oxford Harriman & Company Services

Following the guiding principal of “clarity of thought” in strategic planning, risk management and asset management, we are dedicated to helping families identify their unique financial circumstances and objectives, then creating specific strategies designed to help fulfill their needs and goals.

Our Latest Market Commentaries

The first half of 2025 was busy and eventful, but for all that happened, markets ended the first half not far from where they started the year..
Volatility returned last week due to trade tensions and a sudden geopolitical shock, even though economic data showed moderating growth and lower inflation. Investors digested a fragile.
U.S. equities staged a powerful comeback in May, with the S&P 500 Index posting a 6.3% return, its strongest monthly gain since November 2023. Leading the charge.
Equity markets were relatively unchanged this past week, with the S&P 500 finishing flat after giving back early gains spurred by news that the U.S. would temporarily.

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Oxford Harriman & Company in the News

Bill Bolas, Oxford Harriman & Company
Oxford Harriman & Company is excited to announce their recent merger with Integrity Wealth Advisors in Middleton, WI....
the integrity wealth advisors team
Oxford Harriman & Company is excited to announce their recent merger with Integrity Wealth Advisors in Middleton, WI....
Dathan Lumpkins Oxford Harriman
Oxford Harriman & Company is pleased to announce that Dathan Lumpkins has combined his wealth management practice, Lumpkins...
bill bolas oxford harriman
Oxford Harriman & Company is excited to have announced that Bill Bolas has joined the private wealth management...
About Oxford Harriman & Company
oxford harriman and company

Oxford Harriman & Company is built on the concept of a strategic relationship between practice and client — one designed to help investors accumulate, preserve and transfer wealth through a collaborative and strategic approach. 

Not just wealth management — non-discriminatory wealth management.

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