What can Richard Oxford Financial Provide For Me?

  • Financial Planning
  • Portfolio Design and Management
  • Tax Planning and Reduction
  • Retirement Income Planning
  • Wealth Transfer Strategies
  • ROTH Conversion Planning and Alternatives
  • Insurance Planning for Retirement

Why Choose Richard Oxford Financial?

Richard Oxford Financial stands out as an exceptional choice for clients seeking comprehensive financial services tailored to their unique needs. Our team offers expertise in financial planning, portfolio design and management, tax planning and reduction, income planning for retirement, and wealth transfer strategies, ensuring that every aspect of your financial future is carefully considered. We pride ourselves on taking a holistic approach, working closely with a network of trusted professionals, including CPAs and attorneys, to provide seamless, integrated solutions. With a commitment to maximizing your wealth and securing your financial legacy, Richard Oxford Financial is dedicated to helping you achieve your financial goals with confidence and clarity.

How is Richard Oxford Financial Different?

Our advisors are RIAs or Registered Investment Advisors. An RIA can be a better choice for investors compared to Broker-Dealers because RIAs are held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times. Unlike Broker-Dealers, who are typically held to a suitability standard—where recommendations must merely be suitable for the client—RIAs must prioritize their clients’ needs above their own or any third-party interests. This ensures that clients receive unbiased advice tailored to their specific financial goals. Additionally, RIAs often offer more personalized, holistic financial planning services, including tax strategies, retirement planning, and estate management, which can provide a more comprehensive approach to wealth management. Investors seeking a long-term relationship built on trust and transparency will often find that an RIA is better suited to meet their needs, free from potential conflicts of interest.

Our investment advisory services are offered through Dutch Asset Corporation. Dutch Asset Corporation (“DAC”) is an investment adviser registered with the United States Securities and Exchange Commission. Such registration does not imply competence. Free and simple tools, and educational materials about broker dealers, investment advisers, and investing are available to research firms and financial professionals at https://www.Investor.gov/CRS.

Meet Rick

A proud 4th-generation Arizonan, Richard has spent his life exploring the state’s natural beauty. From hiking and fishing to hunting, he knows Arizona’s parks and landmarks like the back of his hand. Married for 46 years, Richard enjoys a close-knit family life with his two children (5th generation), three grandchildren (6th generation), and an extended family of cousins and in-laws, making weekends and holidays lively with family activities.

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.