OXINAS PARTNERS WEALTH MANAGEMENT
Jeffersonville, Indiana
Oxinas Partners Wealth Management, a leading local investment advisory firm based out of Jeffersonville, IN, is dedicated to helping clients achieve their financial goals. With over 600 individual clients and an impressive $235,149,000 in assets under management, they have established themselves as trusted experts in the industry.
With four offices strategically located, Oxinas Partners Wealth Management is easily accessible to their clients. They specialize in providing comprehensive investment advisory services, including insurance brokerage and agent services. Their expertise in managing employer 401Ks and individual assets is...
See more
Loading...
Assets Under Mgmt
$235.15M
Investment Professionals
8
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other Business Activities
Insurance broker or agent
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Articles
Articles
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.