Who We Serve

Financial Advice for Individuals, Families, and Businesses in Durango.

We can help you with sound financial advice and planning. From learning to save smarter to planning for retirement, we're your hometown advisors that are with you every step of the way.

Who We Servematt.hoaglin@oxfordfp.net2022-04-20T23:02:19+00:00

Individuals and Families.

Our role as financial advisors for individuals and couples is to help you focus on your goals and show you your next steps.

We bring years of experience and wisdom to help you make informed decisions
We help you face obstacles in every phase of your life
We work to understand your aspirations and goals
We provide regular check-ins and check-ups to help you understand where your finances stand

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Small Business Owners.

We help businesses save and invest hard earned money and build retirement plans

Open investment accounts for your business. Invest your hard earned money.
Hire and retain great employees by offering a retirement plan for them. We can help you set it up and manage it.
Looking to make a large purchase in your business? Call us and we can be a sounding board for you.
Let us look at your insurance needs and advise you on the coverage you need as a business owner.

Relocated Retirees.

We can help if you are retiring to Durango or cities beyond. We can help with transferring 401Ks, and other retirement funds you may have in other states.

Discuss budgetary considerations
Help you assess your cost of living
Review estate documents
Create or review your income plan

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Get a personal consultation.

Two Local Offices

2877 Main Ave.
Durango, CO 81301

835 E 2nd Ave Suite 323
Durango, CO 81301

Call us

970-375-1291

Contact

Matt.hoaglin@oxfordfp.net

D.smiley@oxfordfp.net

S.pease@oxfordfp.net

We are fiduciaries with a holistic approach to finances because wealth isn’t just about money.

Overview

Business Info

North Main Office
2877 Main Ave.
Durango, CO 81301

Downtown Office
835 Second Ave Suite 323
Durango, CO 81301

© 2023 • Oxford Financial Planners

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.

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