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Jeffrey Thomasson
CEO and Managing Director at Oxford Financial Group, Ltd.
Jeffrey H. Thomasson is the founder, CEO, and Managing Director of Oxford Financial Group, Ltd., a prominent financial advisory firm.12 He established the company in 1981 after receiving his MBA from Indiana University, where he was named Outstanding MA and specialized in investments and taxation.1
Professional Background
Thomasson is a Certified Financial Planner (CFP) with extensive experience in the financial industry.2 He currently serves as the managing director of Oxford Group, Ltd., which encompasses several subsidiaries:
- Oxford Family Office
- Oxford Financial Advisors
- The Trust Company of Oxford
- Oxford Charitable Trust
Under Thomasson's leadership, Oxford Financial Group has experienced significant growth:
- Over 110 professionals
- Clients in 26 states
- More than $12 billion in active client assets
- $7 billion in marketable securities
The firm primarily serves high-net-worth individuals, including owners of privately held businesses, senior executives of public companies, and recipients of inherited wealth or recent affluence.1
Achievements and Recognition
Thomasson's contributions to business and entrepreneurship have been widely recognized:
- Recipient of the Bicentennial Medal in 2020
- Named Kelley School of Business Distinguished Entrepreneur in 2000
Philanthropy and Community Involvement
Through the Thomasson Foundation, Jeffrey and his family have awarded hundreds of scholarships to children of missionary families worldwide.1 He is also actively involved in various community organizations, serving on the boards of:
- Waterfield Mortgage Corp.
- WebAssured.com
- Park Tudor School
- Indiana Repertory Theatre
Additionally, Thomasson has been involved with the Children's Museum of Indianapolis, the Indianapolis Museum of Art, the Indianapolis Zoo, and Conner Prairie.1
Business Philosophy
Thomasson's approach to business is notable for its emphasis on personal relationships and cold calling. At 53 years old, he had never used a resume, relying instead on his ability to build connections through direct outreach.3 This strategy has contributed significantly to the growth and success of Oxford Financial Group.
