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...
Tom Erb Named One of AdvisorHub’s “100 Solo Advisors to Watch in the U.S.” for Third Consecutive Year
Oxford Harriman & Company proudly announces that Tom Erb, a Senior Managing Director and Partner, has once again been recognized on AdvisorHub’s list of the “100 Solo Advisors to Watch in the United States” for 2025. This marks the third consecutive year (2023-2025) that Erb has earned this national distinction, underscoring his commitment to delivering exceptional service and guidance to his clients.
Oxford Harriman Adds Kelley Thompson as a Senior Managing Director & Partner at its Chagrin Falls, Ohio Office
Oxford Harriman & Company is pleased to announce that Kelley Thompson has joined its private wealth management practice as a Senior Managing Director & Partner, based in the team’s Chagrin Falls, Ohio office.
Oxford Harriman & Company’s Bill Bolas Named to Forbes 2025 Best-In-State Wealth Advisors List in Ohio
Oxford Harriman & Company is excited to announce their recent merger with Integrity Wealth Advisors in Middleton, WI. The merger brings the combined experience and knowledge of Jeff Turley, Senior Managing Director & Partner and Scott Whitcomb, Managing Director & Partner.
