We create financial plans that help people transition into retirement & retire with cash flow confidence

We help individuals and couples who want their hard-earned savings to grow with time tested strategies that feel right no matter what stage of life you are undergoing.

With everything required to run your business, you need someone to partner with to create a financial plan you understand.

We can help you make the most of the money you have earned so you don’t outlive your savings. We specialize in building that plan for you.

Unbiased Advice with Uncompromising Service

We’re a small firm of responsive fiduciaries who will give you honest advice about all your financial decisions. We help good people live their best life at every stage of life.

How we can help

Why Oxford?

We have the experience, independence, and trustworthiness you are looking for. Our primary goal is to act in your best interest.

  • Small, independent, local firm with personal service.

  • We always are available to chat on the phone or meet in person.

  • As Fiduciaries, our responsibility is to you.

  • We keep our client list small to best serve you.

  • We plan on being your advisor through all of life’s ups and downs.

Planning & Investment help in Durango and beyond

We are approachable financial advisors in Durango Colorado but serve clients nationwide.

Financial and Retirement Planning
Investment Analysis and Strategy
Saving for College

Meet the Durango-based financial team that wants you to worry less now… and live more when you retire

Steve Pease

Steve is a geophysicist, a golfer, a ski instructor, a CFP® Professional, and Investment Advisor Representative. His 35+ years of investment and experience in the petroleum and IT field means he’s a bit of a chameleon, ready to change and adapt to the world he finds endlessly fascinating. His worldview has been shaped by living overseas in Nigeria, Vietnam, Indonesia, Venezuela, and in his beloved community of Durango. Steve never misses the chance to be outdoors, so when he’s not helping people with investments, he’s probably golfing, skiing, hiking, running, or mountain biking.

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Matt Hoaglin

Matt is an Investment Advisor Representative and brings over 12 years of experience as a business owner. A Bachelor of Mathematics From Metropolitan State in Denver led him to teach math at Durango High School before meeting his wife and starting Allison Ragsdale studios, one of the area’s top photography studios with 8 “Best of Durango” awards. Matt’s an outdoor enthusiast and has traveled the world fly fishing and checked many species off his list, with more to come. When he’s not fishing, he and Allison enjoy hiking, camping, and photographing together around Colorado.

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Dave Smiley

Dave’s background is in science, having a degree in microbiology and a Master’s of Science riding alongside his CFP® Professional and Retirement Income Certified Professional (RICP®) certifications. He’s a planning, processes and strategies guy, and it’s clear to his clients that he really loves helping people achieve and maintain their financial needs. A native of Fort Wayne, Indiana, he and his wife Gloria love the community of Durango, and you can often find them volunteering, hiking and enjoying various music concerts in the community.

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