We can help
At Oxford Financial Planners, we are committed to providing our clients with the highest quality financial planning services. We have a team of experienced and knowledgeable CFPs who are passionate about helping our clients achieve their financial goals.
If you’re looking for help with your financial planning, working with a CFP can be a great option. We can help you with…
Why Work with a Certified Financial Planner™
Extensive training
Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards.
A trusted partner
Honesty and transparency is important when it comes to dealing with your finances. We’re committed to represent our clients with a high level of competency and professionalism.
Years of experience
The minimum amount of training required to be a CFP ™ is 2 years, but we’ve got decades on that. We’re here for the long haul for you, no matter what stage of your life or your business you are in.
A clear roadmap for success
Working with a CFP ™ Professional provides you with the peace of mind that who you are working with has been trained to guide you through a complete financial picture.
I love to see small business owners thrive.
My experience as a business owner shaped my worldview regarding finances. I love working with small businesses people and entrepreneurs to support their dreams, reduce their stress and help them achieve financial freedom and thrive. It’s a much-needed partnership when you are growing your business alone.
Matt Hoaglin
CERTIFIED FINANCIAL PLANNER™
A financial plan is more than numbers, it’s the roadmap to an ideal life
I think there is more to living your ideal life than just money can provide. I strive to get to know you and the values and ideals that are important to you. We can then align your overall financial strategy toward accomplishing those values, helping you have your ideal life. Seeing this happen is the most rewarding part of my job.
Dave Smiley
CERTIFIED FINANCIAL PLANNER™
Helping people keep their focus on retirement happiness.
Corrections in the market happen regularly and are a natural. But, that doesn’t mean we always like them when they happen. I enjoy helping clients unpack what the change means in the long and short term, so they feel informed and prepared without relying on confusing media noise and hype.
Stephen M. Pease
CERTIFIED FINANCIAL PLANNER™
