PALM BEACH, Fla.--(BUSINESS WIRE)--Andrew Filauro was named in the 2024-2025 Palm Beach 100 [https://issuu.com/pbmg/docs/pbi_0824?fr=xKAE9_zU1NQ], Palm Beach Illustrated's list of 100 Palm Beach County residents who are making their mark on business, philanthropy and community.
Andrew Filauro is a Managing Director with Oxford Financial Group, Ltd.™ Drawing on over a decade of investment expertise, extensive leadership and experience advising business owners and families, Andrew’s primary focus is understanding his clients and delivering solutions that reflect their personal values. He provides this proactive advice by coordinating the deep technical expertise of Oxford’s Family Office and Investment teams to build best practices for each family’s unique set of circumstances. View Andrew’s biography. [https://ofgltd.com/director/andrew-d-filauro-mba/]
ABOUT OXFORD FINANCIAL GROUP, LTD.
Oxford is one of the largest independent RIA firms in the country with oversight of more than $30 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.
Oxford Financial Group, Ltd. is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission (SEC) and is headquartered in Carmel, 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 and Privacy Policy, call 800.722.2289 or contact us at info@oltd.com. Palm Beach 100 recognizes Palm Beach County’s most influential residents based on reputation, duration and success in their industry/field/position and impact in the community. Honorees are chosen through open nominations and the editorial staff of Palm Beach Media Group based on these criteria. Specific organization participation is not required. An application is not required. Oxford nor its employees paid to participate or be included in the rankings but did purchase ad space in the 2024 Palm Beach publication. Oxford is an investment advisor registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Oxford’s investment advisory services and fees can be found in its Form ADV Part 2, which is available upon request. OFG-2407-62
*As of 12.31.2022
**As of 01.01.2024
