Independence with Infrastructure
Strategy with Support
Every day, advisors reimagine their future. We speak with advisors who feel increasingly limited by outdated brokerage models — and we've built a firm where those ambitions can take root and flourish. At Oxford Harriman Private Wealth Management, advisors don't just survive. They thrive.
Why Advisors Choose Oxford Harriman Private Wealth Management
A firm & platform built to empower your vision and create value
At Oxford Harriman Private Wealth Management, we believe in a model where advisors don't just survive — they thrive. Built by advisors for advisors, we offer a path for those who want to take ownership of their future while receiving the full spectrum of support needed to grow and protect what they've built.Whether you're a seasoned professional breaking away from a wirehouse, an independent advisor ready to scale, or a financial professional looking to expand your offerings, Oxford Harriman Private Wealth Management is a firm where your ambitions can take root and flourish.
With the right partnership and the right platform, you'll retain more of what you earn, elevate your client experience, and enhance the long-term value of your business.
Who Thrives Here
Is Oxford Harriman Private Wealth Management right for you?
Breakaway Advisors
Ready to leave corporate restrictions and limitations behind for a client-first, advisor-led culture. You've built the book — now build the business you've always envisioned, with the resources to do it right from day one.
Solo Independent Advisors
Seeking community and infrastructure to help scale without giving up control. Get institutional-grade support without surrendering the independence you worked hard to establish.
Wirehouse Veterans
Ready to build equity in a business you truly own while still enjoying elite-level resources. Stop building someone else's balance sheet — start building your own legacy, on your own terms.
Insurance Professionals
Looking to expand into full-spectrum wealth planning. Leverage your existing client relationships to deliver comprehensive financial planning backed by our full platform and affiliated firms.
1 — Economics, Ownership & Independence
Control your income. Own your practice. Design your legacy.
2 — Build & Protect Your Legacy
You've built something special. We help you protect it.
We work closely with advisors to craft customized continuity and succession plans — whether that means finding a future partner who shares your values, or developing an internal transition strategy to preserve what you've created.
You can structure your retirement and asset protection plans with input from experienced practice management and M&A consultants who understand both the financial and personal dimensions of a practice transition.
3 — Explore, Evaluate & Execute
Take Control of Your Journey
1. Goal Alignment Conversations
Evaluate your business priorities, concerns, and goals with advisors who have navigated these transitions firsthand.2. Practice Valuation Insights
Understand your practice's market value and the key performance drivers so you know exactly what you're building and what it's worth.3. Successor Matching
Identify the right successor or partner who shares your client philosophy and values — not just the highest bidder.4. Custom Transition Timelines
You set the pace; we provide the tools and the capital. Transitions happen on your schedule, not ours.5. Execution & Support
Our transition team handles the logistics so you can focus on what matters most — client service and continuity.4 — Seamless Transition Support
Your transition, handled with white-glove care
Account Opening & Transfer Assistance
We help facilitate account setup and asset transfers while providing real-time tracking metrics and guided support throughout the process — so nothing falls through the cracks during your move.
White Glove Client Experience
Transitioning is more than moving assets. We provide end-to-end planning to ensure a smooth shift that keeps your clients confident and connected. Our team partners with you to build a client communication plan and onboarding strategy tailored specifically to your book.
Technology & Platform Training
You'll receive in-person training, digital learning tools, and a virtual trainer available post-transition. Direct support and immediate answers to technology questions ensure you're operating at full capacity from your very first day.
The five-step transition process
Confidential Conversation
A completely confidential conversation to understand your practice, goals, and whether Oxford Harriman Private Wealth Management is a strong fit. We will never contact your current firm. No commitment, no obligation — ever.
Practice Assessment & Valuation
A detailed review of your practice — AUM, client profile, technology, compliance needs, and current valuation — so you understand exactly what the transition would look like and what your practice is genuinely worth.
Customized Transition Plan
A plan built around your specific situation — including client communication strategy, account transfer and repapering support, technology onboarding, compliance setup, and real estate coordination. You set the timeline.
Execution & White Glove Onboarding
Our team handles the logistics. Real-time tracking on account transfers, client communication coordination, technology setup, and administrative support — all active from the moment you decide to move.
Launch & Ongoing Growth Support
Once you're live, dedicated onboarding continues — technology training, in-person orientation, and a virtual trainer post-transition. Then our practice growth coaching program helps you keep building momentum from day one.
5 — Comprehensive Advisor Support Platform
Every resource you need to grow a thriving practice
Compliance & Supervision
Operations Support
Marketing Services
6 — Holistic Wealth, Tax & Insurance Planning
We offer what other firms promise — and more
Through our affiliated firms, you have immediate access to in-house professionals across tax and risk disciplines. This lets you deliver truly integrated wealth management — helping clients make smarter financial decisions through fully coordinated strategies that most platforms simply cannot replicate.
Oxford Harriman Private Wealth Management
Multi-custodian wealth management, investment advisory, retirement planning, estate strategies, and comprehensive financial planning — the core of the OHPWM platform.London Oxford Tax Services
In-house tax professionals delivering integrated tax planning that works in concert with your clients' investment and estate strategies — not as an afterthought, but as a core component.low-taxes.com
Princeton Harriman Insurance Solutions
Risk and insurance specialists covering life, disability, liability, and long-term care — fully coordinated with your clients' overall financial plan, not siloed in a separate conversation.princetonharriman.com
7 — A Culture That Values You
You're a valued partner here. Not a number.
You'll never feel like just a number here. You'll be a valued partner, with a seat at the table and a platform that is genuinely invested in your long-term success.
What sets us apart is something we call "balance sheet alignment." Every decision we make for the firm is grounded in our commitment to increasing the value of your largest asset — your practice. Your success is our success, and we're dedicated to supporting your growth and long-term prosperity.
At Oxford Harriman Private Wealth Management, we empower you to control your destiny, to serve your clients with intention, to grow your practice with confidence, and to live the life you envisioned for yourself and your family.
National strength. Local feel.
We offer national scale with a boutique culture. Whether you want to build your own brand or operate under our established name, the platform is flexible enough to support your vision.
WHERE YOU FIT IN - EVERYWHERE