OFFICES

Oxford Harriman Cleveland Ohio Office, Beachwood

Cleveland Leadership

daniel bezik oxford harriman

Daniel J. Bezik, CRPC®
Managing Partner

Mr. Bezik presently serves as a Managing Partner of Oxford Harriman & Company and is a member of the practice investment policy committee. Dan has over 25 years of experience in the financial services industry. Dan primarily focuses on retirement planning with his clients, working with them from the wealth accumulation phase prior to retirement, through the distribution phase of retirement.

dennis barba oxford harriman

Dennis P. Barba, Jr., Ph.D.
President & 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.

CONTACT US

8039 Broadmoor Rd
Suite 12
Mentor, OH 44060

440-269-8041

Mentor 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. 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 firms 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.

Oxford Harriman in Mentor, Ohio

8039 Broadmoor Rd, Suite 12, Mentor, OH 44060

oxford harriman mentor ohio
oxford harriman mentor
oxford harriman mentor lake erie
Scroll to Top

Thank You for Subscribing!

Watch for our next market commentary coming to your inbox.