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(941) 491-5505dennis.barba@ohcpwm.com
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Whether you're a prospective client, a current client with a question, or a financial advisor exploring our platform — we welcome the conversation. All inquiries are held in strict confidence.

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Oxford Harriman Private Wealth Management

9000 Keystone Crossing,
7th Floor
Indianapolis, IN 46240
(941) 491-5505
dennis.barba@ohcpwm.com

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All inquiries from financial advisors and RIAs are held in complete confidence. We will never contact your current firm, and there is no commitment or pressure in an initial conversation.

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Existing clients

For account service, statements, or to reach your advisor directly, please log in to your client portal or call our main office number.

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Common Questions

Frequently Asked Questions

Is there a minimum investment to work with OHCPWM?

We work with clients across different stages of their financial lives. While our services are especially well-suited for clients with $500,000 or more in investable assets, we encourage you to reach out regardless of your current asset level. Each situation is evaluated individually.

How is OHCPWM compensated?

OHCPWM operates primarily on a fee-based model — typically a percentage of assets under management. This structure aligns our interests with yours: we do better when you do better. Any compensation arrangements are disclosed fully and in writing before any engagement begins.

What custodians do you work with?

As a multi-custodian RIA, we have relationships with several of the industry's leading custodians. Your advisor will recommend the custodial arrangement that best fits your situation, but you are never required to use a specific custodian.

What if I'm already working with a financial advisor?

We are happy to conduct a complimentary review of your current financial situation and advisor relationship. Many clients who come to us have worked with other advisors and simply wanted a second opinion or a higher level of personalized service. There is no obligation, and the conversation is entirely confidential.

For advisors: will my current firm know I've been in contact?

Absolutely not. All conversations with advisors exploring our platform are completely confidential. We will never contact your current employer, and we understand the sensitivity of these discussions. Our only goal in an initial conversation is to help you understand whether our platform might be a good fit for your practice.

How long does the onboarding process take?

For new clients, the onboarding process typically takes two to four weeks from initial engagement to a fully implemented plan, depending on complexity. For advisors joining the platform, transition timelines vary but we work to make the process as seamless and efficient as possible.