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Q3 2025 Quarterly Market Commentary
Markets carried their strong momentum from the second quarter into the third quarter, with the S&P 500, Nasdaq, and Russell 2000 each hitting new highs. Investor sentiment remained optimistic despite soft labor market data and mixed economic signals, and stocks traded higher due to strong corporate earnings, the Federal Reserve’s resumption of rate cuts, and easing trade tensions.
Tom Erb Named One of AdvisorHub’s “100 Solo Advisors to Watch in the U.S.” for Third Consecutive Year
Oxford Harriman & Company proudly announces that Tom Erb, a Senior Managing Director and Partner, has once again been recognized on AdvisorHub’s list of the “100 Solo Advisors to Watch in the United States” for 2025. This marks the third consecutive year (2023-2025) that Erb has earned this national distinction, underscoring his commitment to delivering exceptional service and guidance to his clients.
Oxford Harriman Adds Kelley Thompson as a Senior Managing Director & Partner at its Chagrin Falls, Ohio Office
Oxford Harriman & Company is pleased to announce that Kelley Thompson has joined its private wealth management practice as a Senior Managing Director & Partner, based in the team’s Chagrin Falls, Ohio office.
Oxford Harriman & Company’s Bill Bolas Named to Forbes 2025 Best-In-State Wealth Advisors List in Ohio
Oxford Harriman & Company is excited to announce their recent merger with Integrity Wealth Advisors in Middleton, WI. The merger brings the combined experience and knowledge of Jeff Turley, Senior Managing Director & Partner and Scott Whitcomb, Managing Director & Partner.
Oxford Harriman & Company Merges with Integrity Wealth Advisors in Middleton, Wisconsin
Oxford Harriman & Company is excited to announce their recent merger with Integrity Wealth Advisors in Middleton, WI. The merger brings the combined experience and knowledge of Jeff Turley, Senior Managing Director & Partner and Scott Whitcomb, Managing Director & Partner.
Oxford Harriman Announces New St. Joseph, Michigan Office
Oxford Harriman & Company is pleased to announce that Dathan Lumpkins has combined his wealth management practice, Lumpkins Private Wealth Management with Oxford Harriman & Company,
Oxford Harriman Adds Bill Bolas as Senior Managing Director & Partner
Oxford Harriman & Company is excited to have announced that Bill Bolas has joined the private wealth management practice as a Senior Managing Director & Partner.
Oxford Harriman & Company Merges with CRT Private Wealth Management in Fairfield, New Jersey
Oxford Harriman & Company is excited to announce their recent merger with CRT Private Wealth Management in Fairfield, NJ.
Oxford Harriman Announces New Lorain OH Office
Oxford Harriman & Company is pleased to announce that Mike Verda has joined the firm as Managing Director & Partner in our new Lorain, OH office.
Oxford Harriman & Company Merges with Meltzer And Hill Wealth Advisory in Kingston, New York
Oxford Harriman & Company is excited to announce their recent merger with Meltzer & Hill Wealth Advisory in Kingston, NY. The merger brings the combined experience and knowledge of Philip Meltzer and Edward Hill as Partners & Managing Directors and Lizette Pagán as Vice President & Managing Principal.
