Tania A. DeVries, JD, Joins Oxford Financial Group, Ltd.™

CARMEL, Ind.--(BUSINESS WIRE)--Oxford Financial Group, Ltd. has expanded its team with the addition of Tania DeVries, a Managing Director in the firm’s Grand Rapids, Michigan office. Tania collaborates with investment and tax planning experts to deliver strategic, customized solutions that align with the financial objectives and life goals of Oxford’s clients.

Before joining Oxford, Tania served as a Senior Fiduciary Advisor at Hawthorn Family Office Services, PNC Bank. Prior to transitioning into wealth management, Tania practiced law for seven years in the private sector.

Tania graduated from the University of Michigan with a Bachelor of Arts degree, and she received her law degree from the Indiana Maurer School of Law.

ABOUT OXFORD FINANCIAL GROUP, LTD.

Oxford is one of the largest independent RIA firms in the country with oversight of more than $35 billion in assets under advisement* (which includes assets under management). Oxford has 22 Managing Directors in seven market offices who serve over 700 family and institutional clients in 36 states.** Oxford is an independent, fee‐only firm that is privately held by its partners, with special expertise in Bespoke Generational Solutions, Aspirational Solutions and Diversifier Strategies. Oxford has provided multigenerational estate planning advice and forward‐thinking investment solutions to families and institutions for more than 43 years. For more information, visit https://ofgltd.com/.

*As of 12.31.2023
**As of 01.01.2024

Oxford Financial Group, Ltd. is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission and is headquartered in Indianapolis, Indiana. Registration does not imply a certain level of skill or training. For more information about our firm, or to receive a copy of our disclosure Form ADV Part 2 and Privacy Policy, call 800.722.2289 or contact us at [e-mail]. OFG-2503-28