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 Dan Carter as Managing Director and Partner in New Westlake, Ohio Office
Oxford Harriman & Company has announced that Dan Carter has joined the private wealth management practice as its newest partner and managing director. Carter will be based in Oxford Harriman’s Westlake, Ohio office. Dan believes that a long-term client relationship is built on working with an organization such as Oxford Harriman & Co. work, a disciplined approach, and excellent service.
Oxford Harriman Adds Thomas C. Erb as a Partner in their Cleveland, Ohio Office
From MarketWatch: Oxford Harriman & Company has announced that Thomas C. Erb has joined the private wealth management practice as its newest partner and managing director. Erb will be based in Oxford Harriman’s Cleveland (Beachwood), Ohio office, and has an approach that aligns with Oxford Harriman’s “clients first” philosophy.
Oxford Harriman Adds Dennis J. Devane as Managing Director and Partner in their New York City Office
From MarketWatch:Oxford Harriman & Company has announced that Dennis J. Devane, MBA, CRCP has joined the private wealth management firm as its newest partner and managing director. Devane will be based in Oxford Harriman’s New York City office.
