Expert financial guidance tailored to your unique goals
Experienced financial professionals dedicated to building and protecting your wealth with customized solutions.
Meet our founder
Expert financial planning with Richard
With over 20 years of experience in the financial industry, Richard has built a career helping individuals and businesses achieve their financial goals. Backed by an MBA and senior management experience, he offers expert guidance on creating strategies for success. Richard leads a dedicated team of financial professionals who pride themselves on delivering customized solutions tailored to their clients’ unique needs.
Our services
Financial planning
Tax planning & reduction strategies
Roth IRA conversion & alternatives
Tax-efficient legacy planning
How it works
Consultation
Begin with a conversation where we understand your financial needs and vision.
Strategy
Get a customized financial plan tailored to your goals and needs.
Execution
Our team implements the strategy with ongoing reviews and proactive support.
Review & Adjust
Refine the financial strategy with reviews to ensure it stays aligned with evolving goals.
Thinking about converting your retirement plan to a Roth IRA?
Many retirees convert their 401(k) or traditional IRA to a Roth IRA. But what if there’s a better way? Get helpful insights so you can make decisions with greater confidence.
Frequently asked questions
What services does Richard Oxford Financial offer?
Is your consultation free?
Yes, we offer a no-obligation initial consultation to understand your needs.
How often will we meet?
Why should I work with an RIA like Richard Oxford Financial?
As a Registered Investment Advisor (RIA), we are bound by a fiduciary standard, meaning we’re legally required to act in your best interest—unlike broker-dealers who only need to offer “suitable” recommendations.
What is a Roth IRA conversion and how can it benefit me?
A Roth IRA conversion converts assets from a traditional IRA or 401(k) or other tax-deferred retirement account into a Roth IRA. A Roth IRA offers tax-free growth and income. It can also help reduce taxable estates, eliminate required minimum distributions (RMDs) and pass on wealth tax-free to heirs.
What options are there besides a Roth IRA conversion?
Ready to strengthen your financial future?
Schedule a consultation today and take the first step.