Oxford Harriman Announces New Boston Office and the Addition of Dan Axelson as a Partner & Managing Director


The following article was first published on MarketWatch.com.

Oxford Harriman Announces New Boston Office and the Addition of Dan Axelson as a Partner & Managing Director

Oxford Harriman Announces New Boston Office and the Addition of Dan Axelson as a Partner & Managing Director

Boston, MA – May 16, 2023

Oxford Harriman & Company is pleased to announce that Dan Axelson has combined his wealth management practice, Axelson Wealth Management with Oxford Harriman & Company, and has joined the firm as a Managing Director & Partner in the new Boston office located in Hingham, Massachusetts.

Dan has over 25 years of experience in the financial services industry. Prior to joining Oxford Harriman & company, Dan was the founder and President of Axelson Wealth Management.

Dan specializes in helping clients formulate an investment plan designed not only to build assets but to help them preserve their wealth. Dan’s investment planning process is focused on high-net-worth individuals and corporations utilizing personalized strategies tailored towards their specific goals, needs, and objectives.

“We are thrilled to have Dan join our team at Oxford Harriman & Company,” said Dennis Barba, CEO of Oxford Harriman. “Dan’s experience both operationally and in managing client assets will be a tremendous benefit to our team.” “The Boston office, located in Hingham will be a key strategic location for Oxford Harriman & Company as it expands its footprint in the Northeast region.” The office will provide comprehensive financial advice to clients throughout the region and allow us to increase our advisor count in the Boston area.”

Prior to founding Axelson Wealth Management, Dan spent 10 years with UBS and 12 years with Merrill Lynch. Dan is a graduate of Plymouth State University with a Bachelor of Science in Business Administration.
“I am excited to join Oxford Harriman & Company and to have the opportunity to lead the practice in the Boston area. I believe that the company’s commitment to providing comprehensive financial advice and exceptional client service aligns with my own values, and I am eager to contribute my experience to the team. I look forward to helping clients achieve their financial goals and to growing the company’s presence in the Northeast,” said Dan.


About Oxford Harriman and Company:
Oxford Harriman & Company is a strategic partnership designed to help investors accumulate, preserve and transfer wealth through a collaborative and strategic approach. Serving the financial and wealth management needs of a select group of clients, the firm provides a comprehensive approach to private wealth management that helps to chart a course based on focus, strategy, and discipline. Oxford Harriman & Company is part of the Wells Fargo Advisors Financial Network, with offices in Cleveland OH, Chagrin Falls OH, Detroit MI, Midtown Manhattan NY, Newark NJ, Newport New VA, Astoria NY, Albany NY, Mentor OH, and Sarasota FL.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Oxford Harriman & Company is a separate entity from WFAFN. CAR-0423-02358

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