Oxford Martin, LLC

Oxford Martin, LLC is a wealth management firm in Wakefield, MA. As a Registered Investment Adviser, the firm provides investment management, asset consolidation, and custom-built portfolios designed to help clients reach retirement and investing goals. The firm serves clients across most states and US territories and maintains a 5.00 rating.

The firm operates as a fiduciary, fee-only advisory firm, ensuring that the interests of the firm remain aligned with those of its clients. Services include managing contributions, executing annual distributions in compliance with IRS regulations, and providing tax planning through complimentary reviews of tax returns. Clients receive monthly statements, quarterly performance reports, and annual retrospective reviews, with all accounts accessible via a single sign-on website and smartphone app. Founded by Eric R. Martin, the firm utilizes modern technology to provide personalized investment strategies.

Located on Edgewater Place, the office is a short drive from the Saugus River and near the King Rail Golf Course. The area is also close to the Reedy Meadow nature preserve and Gerry's Cider Mill Park.

Oxford Martin, LLC is recognized for providing well-documented business information and a professional approach to wealth management. The firm is known for its commitment to excellence and its ability to make the onboarding process easy, secure, and efficient for every client.

With a focus on achieving financial freedom, Oxford Martin, LLC provides dedicated investment advisory services to families throughout Wakefield and beyond.