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Bill Bolas Named to Forbes Best-In-State Wealth Advisors List for Second Consecutive Year in the Ohio – Cleveland Region for 2026
William K. Bolas, Senior Managing Director & Partner at Oxford Harriman & Company, has been named to the Forbes Best-In-State Wealth Advisors list for 2025 and 2026, in the Ohio – Cleveland region. This marks the second consecutive year Bolas has received this distinction.
Oxford Harriman & Company Announces the Addition of Robert Wert and His Team to Its Expanding National Wealth-Advisory Platform
Oxford Harriman & Company Announces the Addition of Robert Wert and His Team to Its Expanding National Wealth-Advisory Platform
Oxford Harriman & Company Strengthens Its National Platform with Addition of Robert Krut as a Senior Managing Director, Partner, and Head of Corporate Development
Oxford Harriman & Company is pleased to announce that Robert Krut and his advisory team, the K2 Group, have joined the practice, significantly expanding Oxford Harriman’s presence in the Detroit, Michigan market.
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.
