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 Announces New Boston Office and the Addition of Dan Axelson as a Partner & Managing Director
Oxford Harriman & Company is pleased to announce that Dan Axelson has combined his wealth management practice, Axelson Wealth Management with Oxford Harriman & Company, and has joined the firm as a Managing Director & Partner in the new Boston office located in Hingham, Massachusetts.
Oxford Harriman Announces New Office in Newport News, Virginia, and the Addition of John Maser as a Partner & Managing Director
Oxford Harriman Announces New Office in Newport News, Virginia, and the Addition of John Maser as a Partner & Managing Director. John has been a financial advisor since 1983, working with families, individuals, and institutions. John’s passion is engaging with clients who have worked hard their entire lives to create wealth and help them preserve it for today and for future generations.
Oxford Harriman Adds Mildred Babb Perkins as a Partner and Managing Director in their Chagrin Falls Ohio Office
Oxford Harriman and Company welcomes Millie Babb Perkins as a Partner and Senior Wealth Advisor in our Beachwood, Ohio office. Millie has over 25 years of experience in the finance industry and specializes in delivering comprehensive investment planning services to help her clients achieve their financial goals.
Millie’s expertise is built on her extensive experience and knowledge of the industry through several market cycles. She is committed to advocating for her clients as she serves their specific needs.