Founded to provide unbiased financial expertise, Oxford Retirement & Estate Planning, Inc. is an independent Registered Investment Adviser (RIA) firm based in California. The company operates on a fee-only basis, meaning it is compensated directly by its clients and does not accept commissions from the sale of financial products, aligning its interests with those of its clients. The firm specializes in creating personalized financial strategies for individuals and families, focusing on wealth management, retirement planning, and estate planning to help clients achieve their long-term financial goals.

Founded in

United States