Founded in 2007, Oxbow Financial, LLC is an independent, fee-only wealth management firm based in Wakefield, Massachusetts. As a Registered Investment Advisor (RIA), the company acts as a fiduciary for its clients, offering personalized financial planning, investment management, and retirement planning services. Their mission is to provide clients with advice and solutions to manage their investment portfolios and plan for their financial futures, focusing on a disciplined and research-driven investment process.

Founded in

United States