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...
Bill Bolas Named to Forbes Best-In-State Wealth Advisors List for Second Consecutive Year in the Ohio – Cleveland Region for 2026
William K. Bolas, Senior Managing Director & Partner at Oxford Harriman & Company, has been named to the Forbes Best-In-State Wealth Advisors list for 2025 and 2026, in the Ohio – Cleveland region. This marks the second consecutive year Bolas has received this distinction.
Oxford Harriman & Company Announces the Addition of Robert Wert and His Team to Its Expanding National Wealth-Advisory Platform
Oxford Harriman & Company Announces the Addition of Robert Wert and His Team to Its Expanding National Wealth-Advisory Platform
Oxford Harriman & Company Strengthens Its National Platform with Addition of Robert Krut as a Senior Managing Director, Partner, and Head of Corporate Development
Oxford Harriman & Company is pleased to announce that Robert Krut and his advisory team, the K2 Group, have joined the practice, significantly expanding Oxford Harriman’s presence in the Detroit, Michigan market.
