Focus Financial Partners entered into a definitive agreement under which Siena Capital, LLC, d/b/a Oxford Financial Partners, an investment adviser based in Cincinnati, OH, will join Focus partner firm Buckingham Strategic Wealth. This transaction is expected to close in the first quarter of 2023, subject to customary closing conditions. Oxford Financial Partners is a wealth management firm which follows a systematic approach for delivering personalized financial planning and investment advice to primarily high net worth individuals. Upon closing of this transaction, the Oxford Financial Partners team will join Buckingham, establishing Buckingham’s first office in the attractive Cincinnati market.
Published first on TheFly
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