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Oxford Financial Planners is an independent, fiduciary financial planning and investment advisory firm based in Durango, Colorado, serving individuals, families, and business owners with nationwide reach. They offer holistic financial planning, investment management, retirement planning, cash-flow analysis, 401(k) guidance, and college savings planning to help clients transition into retirement and protect assets. The team includes CFP professionals Matt Hoaglin, Steve Pease, and Jamie Thomas who provide personalized service from a small local office and offer a free consultation.
AI named Oxford Financial Planners in March 2026.