Oxford Financial Group
Terrence LaBant serves as Chief Wealth Planning Officer at Oxford Financial Group, Ltd. since January 2022, overseeing Family Office Services and reporting directly to the CEO and Board of Directors. With extensive experience in wealth strategy and financial planning across various esteemed firms, Terrence held senior roles at RMB Capital, Calamos Wealth Management, Ostrow Reisin Berk & Abrams, and Fuchs & Roselli, Ltd., leading business development, tax strategy, and client services. A partner in several law firms throughout their career, Terrence's legal expertise is complemented by a Juris Doctor from Northwestern University Pritzker School of Law and a Bachelor of Arts in Political Science from John Carroll University, where Terrence graduated summa cum laude.
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Oxford Financial Group
Oxford Financial Group, Ltd.™ is the premier multi-family office in the Midwest, and is one of the largest independent RIA firms in the country with oversight of approximately $23.7 billion in assets under advisement (which includes assets under management).