OFFICES

Oxford Harriman Lorain Ohio Office

Lorain Ohio Leadership Team

mike verda

Mike Verda, AAMS
Managing Director & Partner

Mike has been a Financial Advisor since 2002 and works with families, individuals, and institutions. He takes time to get to know his clients personally to better assist them meet their financial goals. Mike understands his clients have worked hard their entire lives to create wealth, and he helps develop specific strategies to preserve it for today and plan for future generations.

dennis barba oxford harriman

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.

CONTACT US

6145 Park Square Drive
Suite 4
Lorain, OH 44053

440.634.1000

Lorain Ohio 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 Lorain, Ohio

6145 Park Square Dr., Suite 4, Lorain, OH 44053

oxford harriman lorain ohio office
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