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...
From MarketWatch: Oxford Harriman & Company has announced that Kent Whitaker has joined the private wealth management practice as its president.
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.
From MarketWatch: Oxford Harriman partners Glen Kashetsky and Mikal Haddad examine the events contributing to the overall volatility of the market during the first quarter of 2022. These events include the Federal Reserve’s increased interest rate- the first since December 2018- in addition to Russia’s invasion of Ukraine. High inflationary pressure is also ongoing as a result of increases in supply costs and continued supply chain delays.