MS · Oxford

Fiduciary advisors in Oxford, MS

3 advisors with offices in Oxford. Credentials, fee structures, and minimums are disclosed on each listing.

3 listed

3 results in Oxford

Barfield Wealth Management

Oxford, Mississippi

Barfield Wealth Management is an investment advisory firm in Oxford, Mississippi. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

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GilesMcPhail Wealth Management

★5.0(18)

Oxford, Mississippi

Investment Management Wealth Management

GilesMcPhail Wealth Management is an investment advisory firm in Oxford, Mississippi. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 18 Google reviews.

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Northwestern Mutual

★5.0(2)

Oxford, Mississippi

Insurance-Based

Insurance Planning Investment Management Wealth Management

Northwestern Mutual is an insurance-based firm in Oxford, Mississippi. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 5-star rating from 2 Google reviews.

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Financial advisors in Oxford, Mississippi

Advisors serving Oxford specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Mississippi's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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