Announcing The Next Chapter: We’re Forging a New Path With Oxford Harriman & Company

It’s amazing what you can achieve when continual improvement guides your actions.

And it’s in this spirit of perpetual growth that we are beyond thrilled to share we’re joining forces with another practice affiliated with Wells Fargo Advisor Financial Network: Oxford Harriman & Company.
Given the size and expertise of our practices, we feel this is an alliance destined to be. More importantly, we believe this union proves we are committed to enhancing the lives of our clients and financial advisors.

business people at table from above

What This Means for Our Clients

We made this decision after lengthy and careful consideration. Rest assured, your investments and the integrity of your plans will remain unchanged. In fact, we believe many good things will result from this exciting development:

  • A deeper roster of talent to provide insights
  • Additional resources to draw upon
  • A certain pride knowing your assets are under the stewardship of (one of) the largest Wells Fargo Advisory firm(s)
advisors talking

What This Means for Our Advisors

This development positions our financial advisors to benefit as well:

  • Working for a company with a clear vision for improvement
  • Support from leaders who are nurturing a success-fueled culture
  • Increased freedom and flexibility to better serve clients

By the Numbers

With this news our practice will share rare company, boasting an impressive:

  • $5.5 Billion AUM as of 4/2024 – One of the most among Wells Fargo Advisors Financial Network practices
  • 60+ financial advisors
  • 20 offices across the Midwest and East coast

And yes, we have every intention of continuing to grow those numbers.

Our Timeline:

June 2024: Formal completion of our merger

Late Fall 2024: Updated branding that captures our new collective energy

2025: A revamped website displaying the growing capacities of our growing venture

Join In Our Mutual Success

We can’t wait for what the future holds and are elated you’ll be part of our perpetual improvement. If you have any questions about how this change benefits you, please reach out.