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.
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 Adds Mikal Haddad as a Partner in their Newest Office in Astoria, New York
From MarketWatch: Oxford Harriman & Company has announced that Kent Whitaker has joined the private wealth management practice as its president.
MarketWatch: Oxford Harriman Names Kent Whitaker as President
From MarketWatch: Oxford Harriman & Company has announced that Kent Whitaker has joined the private wealth management practice as its president.
MarketWatch: Oxford Harriman Adds Kery Hutner and Eric Ingerman as New Partners in Cleveland Office
From MarketWatch: Oxford Harriman & Company has announced that Kery Hutner and Eric Ingerman have joined the private wealth management firm as its newest partners. Kery Hutner was also named as a managing director. Both Hutner and Ingerman will be based at the company’s main office in Cleveland, Ohio.
