CERTIFIED FINANCIAL PLANNER™
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
At Oxford, we believe the key to prosperity is learning how to use money in a way that supports your goals and dreams.
The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results.Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.
Steve Pease, David Smiley and Matt Hoaglin are Investment Advisor Representatives with Dynamic Wealth Advisors dba Oxford Financial Planners. All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.
Dynamic Wealth Advisors (Oxford Financial Planners) provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Dynamic Wealth Advisors (Oxford Financial Planners) is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
Click here for Dynamic’s Form CRS (Client Relationship Summary) and here for Dynamic’s ADV Firm Brochure
For additional information click here.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements
