This Business Is Not BBB Accredited

Oxford Financial Group, Inc.

Oxford Financial Group, Inc.

(801) 595-1730

Oxford Financial Group, Inc.

33 years in business
455 E 500 S Ste 305
Salt Lake City, UT 84111-3324
Fax Numbers
  • (801) 595-1759
Additional Email Addresses
BBB File Opened: 03/18/1988
Business Started: 12/22/1983
Business Started Locally: 12/22/1983
Business Incorporated: 01/10/1984 in UT
Type of Entity
Business Management
  • Mr. John Homer, President
  • Mr. Kimball Doxey, Vice President/Secretary
  • Ms. Ava Holley, Office Manager
Business Category
  • Financial Planning Consultants
  • Insurance - Health
  • Insurance - Life
  • Insurance - Long Term Care
  • Investment Advisory Service
  • Insurance - Employee Benefits

Service Area
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.



We help people prepare for and live in retirement.  We assist them in creating financial and estate plans that will protect them from unnecessary taxes and from other threats to income.  We help people maximize their Social Security benefits and retirement income.  We provide investments and investment advisory services through First Western Advisors, Inc. 

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Oxford Financial Group, Inc.


Oxford Financial Group, Inc.

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