OFFICES
Oxford Harriman Madison, Wisconsin Office
Madison Leadership
Jeffrey Turley, CRPC®
Senior Managing Director & Partner
Jeff has over 30 years of experience as a Financial Advisor. He is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals. Throughout major shifts in the markets, his extensive experience enables him to help clients structure balanced portfolios to address their specific financial priorities.
Scott Whitcomb
Managing Director & Partner
Scott has over 30 years of experience as a financial advisor, focusing on developing strong, sensible plans to help meet each client’s financial goals. This critical strategy helps provide clients with confidence on a daily basis. His focus is simple: building and preserving wealth for his clients.
Sue Landgraf
Senior Operations & Administrative Manager
Sue is one of the first people you will meet when you visit the office of Integrity Wealth Advisors. Her goal is to make your experience warm and friendly, while providing you with the utmost of professional service. She is extremely knowledgeable in all operational details of managing your accounts. She works hard to constantly update her knowledge of financial industry standards, while assisting clients to understand all the paperwork and fulfilling requests.
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.
Madison, Wisconsin 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. Not just wealth management…non-discriminatory wealth management.
Our private wealth management clients are selected based on the unique financial needs of their families, as opposed to specific targets for net worth. Many practices require private wealth management relationships to include only those families with a minimum net worth of $5,000,000 to $25,000,000.
Not at Oxford Harriman & Company.
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.
