Oxford Wealth Advisors

As a retirement and estate planning firm, Oxford Wealth Advisors specializes in creating comprehensive retirement plans to help lead to a comfortable future. Lynn B. Thurgood CLU, CAS, the founder of Oxford Wealth Advisors, has been in the Financial Services industry for over 35 years serving hundreds of clients throughout the state of New Mexico and the Southwest.

Oxford Wealth Advisors was founded by Lynn B. Thurgood in 1987, when he began serving the public after witnessing his own family struggle financially. Lynn learned a lot through the commitment he made to help his family gain financial independence and he felt strongly about sharing that new found wisdom, that expertise, with those who would listen.

At Oxford Wealth Advisors, we operate based on a fiduciary standard. This standard requires that we act at all times for the sole benefit and interests of our clients, with an ongoing loyalty to only our clients' interests. We believe, that the fiduciary duty is the highest standard of care, and that it is superior to other ordinary business relationships.

Historically, you may have purchased financial or insurance products and then found out how they affected your tax and investment planning later. The correct course of action is to learn the right questions to ask before you buy any financial product or plan for your future.

According to the Oeschsli Institute's survey on affluent investor expectations, consistently their major frustration is that their advisors should be more proactive about future issues that might affect their financial well being.Those concerns are addressed in the logical, proactive approach we take with all our clients.

We like to compare everyone's lifelong financial journey to ascending and descending Mount Everest. Our clients spend the working part of their lives trying to accumulate as much as they can, making their way up the mountain, then spend their retirement years trying to make it last, coming safely down the mountain.