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...
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.
Oxford Harriman & Company Merges with Integrity Wealth Advisors in Middleton, Wisconsin
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.
Oxford Harriman Announces New St. Joseph, Michigan Office
Oxford Harriman & Company is pleased to announce that Dathan Lumpkins has combined his wealth management practice, Lumpkins Private Wealth Management with Oxford Harriman & Company,
