Our Story
Independent Advice
Independent Advice
Purposeful Outcomes
Oxford Harriman Private Wealth Management was founded on a singular conviction: that the best financial guidance comes from advisors who are truly free to act in their clients' best interest - without institutional constraints, hidden incentives, or conflicting loyalties.
We didn't set out to build a bigger firm. We set out to build a better one - where independence and excellence are not competing values, but the same thing.
-Dennis Barba, Founder & Chairman
Clarity of Thought for your Financial Future
At Oxford Harriman Private Wealth Management, we exist to bridge the gap between institutional resources and true independence. We believe clients deserve objective advice, and advisors deserve a platform that empowers them rather than constrains them.Our multi-custodian RIA platform gives advisors the freedom to select the solutions that are right for each client — without proprietary products, revenue-sharing conflicts, or pressure to recommend what benefits the firm instead of the client.
For clients, this means working with advisors whose only agenda is helping you achieve your financial goals. For advisors, it means building the practice you've always envisioned while benefiting from the resources, scale, and leveraging technology.
We also believe the future of wealth management will be shaped by agentic technology and intelligent automation. That's why we are committed to integrating AI-driven tools throughout our platform to enhance advisor productivity, streamline operations, and reduce friction. We believe this will give advisors and our associates more time for meaningful client relationships. When advisors are empowered by technology, clients receive a more responsive, personalized, and sophisticated wealth management experience.
Less Friction. More Focus.
Built on Independence. Guided by Purpose. Powered by Innovation.
Our Philosophy
The principles that guide everything we do
These are not marketing statements. They are the operating principles embedded in how we structure our firm, serve our clients, and support our advisors.
Fiduciary First
We operate under a fiduciary standard in all client relationships. This legal and ethical obligation to act in the client's best interest is not a marketing claim — it's our baseline. Every recommendation must serve the client's goals above all else.
True Independence
As a multi-custodian RIA, OHCPWM is structurally independent. We have no proprietary products, no revenue-sharing arrangements that distort our advice, and no parent company whose interests compete with our clients'.
Long-Term Partnership
We measure our success over decades, not quarters. Our advisors are relationship managers in the deepest sense — there through career transitions, family milestones, business exits, and retirement.
Personalized Planning
No two clients are the same. We resist one-size-fits-all models in favor of strategies built around your specific goals, values, timeline, and risk tolerance. The plan evolves as your life evolves.
Transparent Communication
We communicate clearly about fees, strategies, risks, and performance — without jargon, without obfuscation, and without spin. You deserve to understand exactly what we're doing with your wealth and why.
Institutional Capability
Independence should not mean sacrifice. Our platform provides access to institutional-grade technology, investment research, custodian relationships, and support infrastructure typically reserved for the largest financial institutions.
Leadership Team
The people behind the platform
Our leadership team brings together deep expertise in wealth management, independent advisory, and financial services operations — united by a shared commitment to doing things the right way.
Dennis Barba
Founder & Chairman
Dennis has spent his career building independent advisory platforms that put client outcomes first. With decades of experience across wealth management and institutional finance, he founded OHCPWM to create the platform he always believed independent advisors deserved.View Profile
Monica Coles
President & Chief Compliance Officer
Accomplished wealth management executive with extensive experience in strengthening compliance, risk management, supervision, and operational infrastructure across complex wealth management organizations.View Profile