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.

What is a CFP® Certification?

This brochure is designed to help you understand the importance of financial planning and the benefits of working with a CFP®
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Ethical Duties of a CFP® Professional

This brochure helps you understand the Code and Ethics that a CFP® works within
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Special Report for Investors

This a special report from Kiplinger’s and is a collection of articles about the value of working with a CFP®
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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.

Matt Hoaglin CFP® – Investment Advisor in Durango, CO

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™

Steve Pease – certified financial planner in durango, co

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™

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

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