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INNOVATION, ACCELERATED

Oxley Capital Management (OCM)

Our Mission

OCM is a registered Financial Advisor and Fiduciary.

Thirty years ago our founder John Oxley began a search to integrate all aspects of a person's accumulation and protection of principal goals to produce an income they can never out live. 

Today OCM is at the pinnacle of client service providing strategies that include heretofore investment options available only to the wealthy.

Now, because of this unique service clients can have a choice that includes all tools to meet their goals. As experts in the distribution phase of retirement, our plan is designed with protection strategies at all times. 

In retirement, you need to protect your money, while navigating threats like market turbulence, tax uncertainty and political change. Unfortunately, information is everywhere. There is a lack of navigational ability. OCM having one of the foremost information mining teams, guides you in reality. At OCM, we help client’s investigate what retirement ought to be, and help them seamlessly towards a future where their environment is efficient, and adjusted by their trusted advisor.

Absolute understanding of client goals and Objectives

Absolute understanding of client goals and Objectives

Clients are never rushed. OCM serves first and restates what clients have shared with us. We read your book.

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Complete Analysis of All investments Including Fees in writing to the Client

Complete Analysis of All investments Including Fees in writing to the Client

Know the truth of what you have to the know the truth of what you need.

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Forward Tax planning Coordinated with Investment and Estate Plan

Forward Tax planning Coordinated with Investment and Estate Plan

Tax Efficiency covers all areas of your financial life. OCM’s Forward Tax Plan combines with legacy planning so you do not have to wait before its to late to reduce tax.

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Advanced legacy Planning

Advanced legacy Planning

Philanthropical clients find the OCM Charitable Foundation and Charitable Legacy Plan strategies can create more money for charity and a minimal estate tax for you.

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$50 million in assets under
advisory.

40+ Investment
Strategies

Hundreds of people helped

Our Process

<p>18 Years&#8217; Worth of Days</p>

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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<p>A Bucket Plan to Go with Your Bucket List</p>

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
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<p>9 Facts About Retirement</p>

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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