Broker Check

Our Standards

At Oxford Wealth Advisors we operate based on a fiduciary standard. The word fiduciary comes from the Latin fiduciarius, meaning “holding in trust” and from fides, meaning “faith”. This standard requires that we act at all times for the sole benefit and interests of our clients, with loyalty to those interests.

We believe, as does the law, that the fiduciary duty is the highest standard of care, and that it is superior to other ordinary business relationships. While some financial institutions operate strictly based on suitability guidelines and imposed regulations, we proudly aspire to the elevated, fiduciary standard. Furthermore, our practice is built on the principals of faith and honesty.

These principals govern how we operate and guide us in the choices we make every day.