Oxford Financial Group, Ltd.™ Announces Russell DeLibero as Chief Wealth Planning Officer

CARMEL, Ind.--(BUSINESS WIRE)--Oxford Financial Group, Ltd. is pleased to announce the addition of Russ DeLibero as Chief Wealth Planning Officer. In his new role, Russ leads complex estate and wealth planning initiatives and provides strategic direction to the Family Office Services Technical team. He also serves as a member of Oxford’s Senior Leadership Team.

Russ offers more than 20 years of expertise in financial planning for ultra-high-net-worth families. Before joining Oxford, he was Vice President in Goldman Sachs’ Asset and Wealth Management division, where he advised on trust and estate, tax, retirement, philanthropic and insurance planning. He also managed private placement insurance efforts. Prior to that, Russ was Vice President in the Merrill Lynch Wealth Structuring Group, directing a team dedicated to trust, estate and insurance planning.

Russ holds a Bachelor of Science in Finance from Rutgers University and a Master of Science in Financial Services from The American College, followed by a Doctor of Philosophy in Financial and Retirement Planning from The American College. His professional credentials include Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®).

ABOUT OXFORD FINANCIAL GROUP, LTD.

Oxford is one of the largest independent RIA firms in the country with oversight of more than $35 billion in assets under advisement* (which includes assets under management). Oxford has 25 Managing Directors in seven market offices who serve family and institutional clients across the country, with offices in Atlanta, Chicago, Cincinnati, Grand Rapids, Indianapolis, Minneapolis and Palm Beach.** Oxford is an independent, fee-only firm that is privately held by its partners, with special expertise in Bespoke Generational Solutions, Aspirational Solutions and Diversifier Strategies. Oxford has provided multigenerational estate planning advice and forward-thinking investment solutions to families and institutions for more than 44 years.

^{*As of 12.31.2023
**As of 12.31.2024
Oxford Financial Group, Ltd.™ is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.
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