Oxford Acquires Crowe Wealth Management

Wendy Connett

25 January 2011

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.