OFFICES
Oxford Harriman Crocker Park Office
Westlake Leadership
Dan Carter CFP®
Managing Director & Partner
Dan is a Partner & Managing Director with Oxford Harriman & Company in the Westlake, Ohio Office. Dan seeks first to understand his clients’ current situation, concerns, risk tolerance, and their financial priorities. He then uses this information to formulate an investment strategy and begins the development of a comprehensive investment plan. Dan began his career with Edward Jones Investments in 2002.
Bill Bolas, CRPC®
Senior Managing Director & Partner
Bill is a Senior Managing Director and Partner of Oxford Harriman & company in Westlake, Ohio. Specializing in comprehensive investment planning, Bill’s advisory practice encompasses a broad spectrum of areas, including retirement and education planning, tax advantaged strategy, investment guidance, as well as protection and estate planning strategies. Bill also offers specialized consulting on Social Security, Medicare, and pension election choices.
Michelle Saville
Senior Client Associate
Michelle Saville is a distinguished Senior Client Associate with a remarkable 28-year career in financial services, most prominently serving at Wells Fargo Advisors. Her exceptional skillset in fostering and managing customer relationships sets her apart in the financial services sector. As the primary liaison for clients, Michelle adeptly manages their day-to-day needs, ensuring their accounts are properly maintained and client expectations are exceeded.
Dennis P. Barba, Jr., Ph.D.
CEO & Managing Partner
Dennis understands that wealth management is more than just the wide range of financial services and solutions you can access through Oxford Harriman & Company; it is how those services and solutions are developed and delivered in order to help you pursue your goals. That’s why he helps to oversee a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations.
CA Insurance License Number: 0145386. Resident State OH.
Westlake, Ohio Office
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.
Our private wealth management clients are selected based on the unique financial needs of their families, as opposed to specific targets for net worth. Many practices require private wealth management relationships to include only those families with a minimum net worth of $5,000,000 to $25,000,000.
Not at Oxford Harriman & Company.
A Collaborative Decision
We believe the decision to use sophisticated wealth management strategies should be a collaborative decision between client and advisor. As a result, we are capable of implementing strategies once only available to the “ultra-wealthy” for individuals and families who feel they require this type of service.
Our consultative approach to each relationship begins with understanding your unique financial needs, including your goals and tolerance for risk.
The Three Core Areas of Wealth Management
Each private wealth management relationship includes a strategic focus in the three core areas that define the progression of most investor’s financial lives:
- Wealth Accumulation
- Wealth Conservation
- Wealth Transfer
More focused initiatives include risk and investment management and liquidity planning through alternative investments, charitable giving, access to banking through Wells Fargo Affiliates and corporate executive services.
