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

Individuals and Families

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.

Business Owners

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

Transitioning to Retirement or Already Retired

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.

Your Old 401(k): A Guide to Making the Right Move

Are you wondering what to do with your old 401(k) after a job change or as you approach retirement? Decisions about old retirement plans can be complex and impactful. That’s why we’ve created a comprehensive guide to help you understand and navigate your choices. Download our free guide today to start making informed decisions that support your long-term financial health!

Get Your Free 401(k) Guide Now!

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 financial advisors 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.

certified financial planner and investment advisor durango

Planning & Investment help in Durango and beyond

We are approachable Colorado financial advisors in Durango 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.

Learn More About Steve

Matt Hoaglin

Matt is a CFP® Professional, 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. 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 enjoys hiking, camping, and photographing around Colorado.

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Jamie Thomas

Jamie brings a diverse background in business, wellness, and coaching to the financial world. With a Bachelor of Science from Arizona State University, she’s a certified nutritionist, former HR Director, and owner of a successful hair salon in Durango. Her passion has always been helping people grow—personally, professionally, and financially. When she’s not working, you’ll find her running local trails, mountain biking, or planning her next travel adventure.

Learn More About Jamie