We believe that trust is the foundation of every successful client-advisor relationship. We are committed to building long-term relationships with our clients, and we work tirelessly to earn and maintain their trust.
We believe in providing our clients with the highest level of expertise and knowledge. Our team of advisors has decades of experience in the investment consulting industry, and we leverage our knowledge and expertise to help clients achieve successful outcomes.
We believe that every client is unique, and we are committed to providing personalized service that is tailored to the individual needs and preferences of each of our clients.
At Oxdel Investment Consultants, we are dedicated to helping individuals, families, and businesses achieve their financial goals through personalized investment consulting services. Our experienced team takes a disciplined approach to financial management, using a comprehensive planning process to develop customized investment plans that align with clients’ unique needs and preferences. With a focus on long-term growth and risk management, we provide expert guidance and support to help our clients build and preserve their wealth. Contact us today to learn more about how we can help you achieve your financial objectives.
We are fee-only financial planners committed to a fiduciary relationship with our clients. We advise over 100 clients with many unique financial circumstances. We manage over $60 million in assets.
A fiduciary is one who manages property for the benefit of another, exercises discretionary authority or control over assets, acts in a professional capacity of trust and renders comprehensive and continuous advice
As fee-only advisors, our compensation comes directly from you, our client. We do not sell any products or accept commissions in any form.
CFP: Certified Financial Planner is a registered trademark of the Certified Financial Planner Board of Standards in Denver, Colorado. Individuals holding this designation have passed a comprehensive written examination that covers the full range of personal financial planning issues. In addition, CFP certificants have at least three years of financial services experience. CFP certificants are required to obtain a minimum of 30 hours of continuing education every two year
Staff are very helpful and competent making your experience with oxdelconsultant a pleasurable one
From the time I first connected with Oxdelconsultant many years ago, the feel-good element was present. Professional, friendly, and proactive advice and suggestions, have always been provided in the best interests of the client. I continue to be very happy with all interactions with Oxdelconsultant from my designated Financial Planner, to whoever else might be on the end of a telephone call or e-mail.
