Indianapolis,
Indiana-based multi family office Oxford Financial Group has acquired Crowe
Wealth Management.  Crowe was
formed in 2003 as a joint venture between Oxford and Crowe Horwath, to offer
Crowe’s clients access to Oxford’s investment advisory services. 

All
Crowe’s personnel and clients have merged into Oxford’s Indianapolis and
Chicago offices. Crowe’s team in Grand Rapids, Michigan will continue to
operate from their existing location until they move into a new Oxford
location. Terms of the deal were not disclosed.

The
merger has brought another $1 billion in assets and an additional 60
individual, family and institutional clients to Oxford. All clients will
continue to be serviced by their existing client relationship directors.

A
registered investment advisor, Oxford has oversight of more than $13 billion in
assets (which includes assets under management) for approximately 550 clients
in 34 states.