Providing clarity of thought for your financial future.
We offer a comprehensive approach to private wealth management that helps to chart a course based on focus, strategy and discipline.
Akron | Astoria | | Boston | Buffalo | Chagrin Falls | Cleveland | Detroit | Mentor | New Jersey | New York | Newport News | Sarasota | Saratoga County | Short Hills NJ | Syracuse | Westlake
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.
About our practice.
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.
Oxford Harriman In The News...
Oxford Harriman Announces New St. Joseph, Michigan Office, and the Addition of Dathan Lumpkins as a Managing Director & Partner
Oxford Harriman & Company is excited to have announced that Bill Bolas has joined the private wealth management practice as a Senior Managing Director & Partner. Bolas will be based in Oxford Harriman’s Westlake, Ohio office. Prior to joining Oxford Harriman & Company, Bill was a Managing Director-Investments for Wells Fargo Advisors in Westlake, OH. Bill transitioned his practice with his Client Associate Michelle Saville.
Oxford Harriman Adds Bill Bolas as Senior Managing Director & Partner Westlake Office
Oxford Harriman & Company is excited to have announced that Bill Bolas has joined the private wealth management practice as a Senior Managing Director & Partner. Bolas will be based in Oxford Harriman’s Westlake, Ohio office. Prior to joining Oxford Harriman & Company, Bill was a Managing Director-Investments for Wells Fargo Advisors in Westlake, OH. Bill transitioned his practice with his Client Associate Michelle Saville.
Oxford Harriman & Company Merges with CRT Private Wealth Management in Fairfield, New Jersey
Oxford Harriman & Company is pleased to announce that Mike Verda has joined the firm as Managing Director & Partner in our new Lorain, OH office. Mike is a seasoned financial services professional with over 20 years of experience. Prior to joining Oxford Harriman & Company, Mike spent his entire career at Edward Jones in Oberlin, OH where he started and managed his own office.
