Clarity of Thought for Your Financial Future
WHO WE ARE
Serving the financial and wealth management needs of a select group of clients, Oxford Harriman & Company has developed a practice based upon the premise of long-term investing to help achieve a secure financial future.
Following the guiding principal of "clarity of thought" in strategic planning, risk management and asset management, we are dedicated to helping families identify their unique financial circumstances and objectives, then creating specific strategies designed to help fulfill their needs and goals.
DYNAMIC WEALTH MANAGMENT
Our dynamic wealth management process is delivered to our clients with an unwavering focus on an investment philosophy that is consistent, disciplined, and focused on the decision-making process, rather than on short-term performance.
President & Managing Partner Dennis P. Barba, Jr., Ph.D. is highly qualified to provide highly personalized wealth management services to his clients.
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 to help you pursue your goals.
That's why Dennis and his team offer a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations.
To help manage your wealth, Dennis calls upon the advisory and investment brokerage capabilities of Wells Fargo Advisors Financial Network—one of the world's largest financial services firms.
MEET OUR OXFORD HARRIMAN MANAGEMENT TEAM
Our managment team is uniquely qualified to provide highly-personalized wealth managment services to our clients.
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Unsure about your direction or methodology for meaningful investment planning and wealth management? Contact us and one of our experts can help provide clarity of thought.
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This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above.Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV).
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|Not insured by FDIC or any Federal Government Agency||May Lose Value||Not a Deposit of or Guarantee by a Bank or Any Bank Affiliate|
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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo. Oxford Harriman & Company is a separate entity from WFAFN.