Suggestions
Trent Maus
Director, Relationship Management at Oxford Financial Group, Ltd.
Trent Maus is a prominent figure in the financial industry, currently serving as the Director of Relationship Management at Oxford Financial Group, Ltd., one of the leading multi-family offices in the Midwest.
Oxford Financial Group, Ltd.™ has secured its position as the #1 Registered Investment Advisor (RIA) according to Financial Planning magazine for five consecutive years, attributed to its impressive assets under management and exceptional service.
With oversight of approximately $23.5 billion in assets under advisement, Oxford caters to over 700 family and institutional clients across 37 states, boasting a team of 21 Managing Directors spread across five market offices.
As a fee-only and privately held firm, Oxford has a stellar reputation for providing multi-generational estate planning advice and innovative investment solutions for more than three decades.
Trent Maus brings a wealth of experience to his current role, having previously held key positions at renowned financial institutions like J.P. Morgan and Northwestern Mutual.
His background includes roles such as Vice President - Service Manager, Associate - Sr. Client Service Associate, Client Service Associate at J.P. Morgan, and Financial Representative at Northwestern Mutual.
As a seasoned professional in relationship management, Trent Maus exemplifies leadership and expertise in the financial services sector, contributing significantly to the success and growth of Oxford Financial Group, Ltd.