OFFICES
Oxford Harriman Flemington, New Jersey Office
Flemington NJ Leadership Team
Luis Granados®
Managing Director & Partner
Luis is passionate about helping his clients solve their financial puzzles. He strives to help people make sense of their investments, structure investment plans, and enhance their decision-making. Luis’ service goes beyond portfolio management, he also focuses on behavioral investment counseling. Luis became a Financial Advisor in 2008 to help people achieve clarity and pursue their financial goals. Prior to joining Oxford Harriman & Company, Luis was the President of Fortius Financial, which he founded in 2014.
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.
Flemington New Jersey 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 risk and investment management and liquidity planning through alternative investments, charitable giving, access to banking through Wells Fargo Affiliates and corporate executive services.
Oxford Harriman in Flemington, New Jersey
361 Route 31, Suite 1400, Flemington, NJ 08822
