Building wealth at any age and any stage Don't let the "What Ifs" and "What Nows" get in the way of your goals. Many of the changes in our lives are something we anticipate with excitement. A new car or home. Marriage or children. The retirement you've worked so hard to earn. Financial security makes all of those changes even better.
For the difficult transitions - like job loss, illness or divorce - being in a strong position financially can ease those burdens. Oxford Planning Group is there for you. Oxford Planning Group's approach is to review your plan any time and adjust it when needed. Whether you're new to financial planning or a seasoned investor looking for a second opinion, contact us for a complimentary consultation.
For the difficult transitions - like job loss, illness or divorce - being in a strong position financially can ease those burdens. Oxford Planning Group is there for you. Oxford Planning Group's approach is to review your plan any time and adjust it when needed. Whether you're new to financial planning or a seasoned investor looking for a second opinion, contact us for a complimentary consultation.
Services
Life is full of changes, with many of them having a major impact on your financial health. Our financial planners advise individuals, families and businesses through those changes in ways that build and protect their wealth. We do this with a customized approach that includes retirement planning, investment management and estate planning.
Shaun Eddy is the CEO and a partner of Oxford Planning Group and has always had a strong desire to help clients define and reach their unique financial goals. Shaun graduated from the University of Maryland and is a Certified Financial Planner (CFP) through the College for Financial Planning. He also earned a Master's Degree in Financial Analysis (MSFA) from the College for Financial Planning.
Whether you are working or retired, financial services by an independent Certified Financial Planner is your most valuable asset. Learn about Oxford's financial services and how they can benefit your plan to build wealth. It's never too soon to meet with a financial planner. Over time, your goals will change and many aspects of your life are going to shape your financial future.
Oxford Planning Group, LLC is independently owned and operated. Oxford Planning Group, LLC provides investment advisory services for your account. You are now leaving the Oxford Planning Group, LLC's website and will be entering the Charles Schwab & Co., Inc. ("Schwab") website.
Charles Schwab & Co., Inc. ("Schwab") is a registered broker-dealer, and is not affiliated with Oxford Planning Group, LLC or any advisor(s) whose name(s) appear(s) on this website.Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor.
Charles Schwab & Co., Inc. ("Schwab") is a registered broker-dealer, and is not affiliated with Oxford Planning Group, LLC or any advisor(s) whose name(s) appear(s) on this website.Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor.
We bring together the pieces of your financial life to create a complete picture and an actionable plan. Many people don't start thinking about investment management until their 30s, typically when they're headed toward life's biggest transitions: buying a home, having children or advancing in their career.
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