Oxford Harriman Private Wealth Management
Built for Independent Thinkers. Powered for Extraordinary Outcomes.
A multi-custodian RIA founded on a simple principle: exceptional wealth management is achieved when independent advisors are empowered with institutional-caliber resources, and the ability to leverage the latest in technology.
- Comprehensive financial & estate planning
- Comprehensive tax planning and tax return preparation
- Customized insurance and risk management solutions
- Customized investment portfolios
- Retirement & legacy strategies
- Liquidity & exit planning for entrepreneurs
- Tax-efficient wealth transfer
- Compliance oversight & supervisory resources
- Multi-custodian access
- A friendly broker dealer when necessary
- Advanced technology & investment research
- Banking, trust, and planning solutions
- Tax and estate planning services
- Independent insurance solutions
- Business development, marketing & growth support
- Business valuation and monetization strategies, and the capital to execute
Personalized Wealth Management Designed to Help You Build, Protect, and Preserve Your Financial Future
Why Oxford Harriman Private Wealth Management
Built differently. Designed for those who demand more.
True wealth management begins with trust. As a fiduciary, we are committed to providing advice that is objective, transparent, and aligned with your long-term goals. Every recommendation starts with one question: What is best for the client?
Our multi-custodian structure means no proprietary products. Advisors choose the best solutions for their clients - period.
Access to premier custodians, banking and trust solutions, broker-dealer relationships, investment platforms, and institutional research. Delivered to clients without the bureaucracy or limitations often found at large firms.
Your financial plan should be as unique as your life. We work closely with you to create a comprehensive strategy that coordinates your investments, retirement goals, tax planning, estate considerations, and legacy objectives into a clear path forward.
We combine our own market perspectives and investment analysis with the research capabilities of leading institutional partners. By blending independent thinking, institutional resources, and advanced technology, we help clients make informed decisions with confidence in any market environment.
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.
True wealth management begins with trust. As a fiduciary, we are committed to providing advice that is objective, transparent, and aligned with your long-term goals. Every recommendation starts with one question: What is best for the client?
Our multi-custodian structure means no proprietary products, no conflicts of interest. Advisors choose the best solutions for their clients - period.
Access to premier custodians, banking and trust solutions, broker-dealer relationships, investment platforms, and institutional research. Delivered to clients without the bureaucracy, conflicts, or limitations often found at large firms.
Your financial plan should be as unique as your life. We work closely with you to create a comprehensive strategy that coordinates your investments, retirement goals, tax planning, estate considerations, and legacy objectives into a clear path forward.
We combine our own market perspectives and investment analysis with the research capabilities of leading institutional partners. By blending independent thinking, institutional resources, and advanced technology, we help clients make informed decisions with confidence in any market environment.
We measure success in decades, not quarters. From first meeting to estate transfer, we are your trusted partner through every stage of your financial life.
Leadership
Meet the team behind the platform
Dennis Barba
Founder & Chairman
Visionary leader with decades of experience building independent advisory platforms and serving high-net-worth clients.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
Scott Goldberg
President of Equity Planning Group
Scott brings years of personalized wealth management experience to clients across a broad range of financial situations — from young professionals building wealth for the first time to families navigating estate and legacy planning.View ProfileMarket Intelligence
Timely insights from our investment team to help navigate markets with clarity and confidence.
May 2026 Market & Economic Summary
Stocks soared to new highs in May, but beneath the headlines, cracks may be forming. With inflation running hot, Fed uncertainty rising, and just a handful of tech names driving the rally, investors are left wondering: how strong is this market, really?
Platform Provided by Oxford Harriman Private Wealth Management
OHPWM provides advisors with an integrated support system that includes compliance oversight, supervisory resources, operational assistance, investment research, advanced technology, and connections to top custodians, broker-dealer services, as well as banking and trust solutions.
Our goal is to give advisors the freedom and infrastructure they need to serve their clients effectively while managing and growing their practices on their own terms.
Let's Connect
Please complete the Contact Form and we'll be in touch. We look forward to talking with you.
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