AWindowintoOxler

SEE OUR PERSPECTIVE ON WEALTH Management

As a fee-only fiduciary, we provide clients with what matters most to them: independent and insightful holistic advice, tailored financial plans and transparent investment management designed to protect and advance their wealth, goals and values through all life stages.

Historically, our advisor’s clients have been high-net-worth individuals and families from a variety of backgrounds. Many of those relationships began with entrepreneurs, executives or CEOs of companies that had a liquidity event requiring financial guidance. Our advisors’ client base has been diversified to include entertainers, physicians, attorneys and media/technology professionals, many of them women. We continue to prioritize serving women and their families and to empower them in the context of personal finance.

We
CONNECTCONNECT
through:

Empathy, understanding and experience to guide clients in making smart, reflective and impactful life decisions

Our financial planning discovery process, which evolves with developments in clients’ lives

Leveraging the latest technology to streamline our processes so we are more available for one-on-one contact with clients

We
CLARIFYCLARIFY
through:

Independent thinking, objective advice and transparent fees

Offering clients direct access to our in-house portfolio management team

Straightforward communications and easy-to-use technology for clients

We
EmpowerEmpower
by:

Taking a holistic approach to a client’s entire financial picture

Aligning our clients’ values with their investments

Educating the next generation on the importance of personal finance and the powerful benefits of long-term investing

TheOriginofOxler
Our name, OXLER, embodies strength, reliability and stability. It combines the words “ox,” which symbolizes tenacity, with “Nadler,” our family name, to communicate our commitment to building long-term financial confidence and solid family legacies.