OFFICES
Oxford Harriman Boston Office
Boston Leadership Team
Daniel Axelson
Managing Director & Partner
Dan Axelson is a Managing Director and Partner in our Boston office. Dan has over 25 years of experience in the financial services industry. Dan specializes in helping clients formulate an investment plan designed to not only grow their assets, but more importantly to help protect their wealth. Dan’s investment planning process is focused on for high-net-worth individuals and corporations utilizing unique strategies tailored towards their specific goals, needs, and objectives.
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: 0I45386. Resident State OH.
Boston 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.
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 liability and investment management and liquidity planning through alternative investments, charitable giving, access to banking through Wells Fargo Affiliates and corporate executive services.
