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About Oxford Harriman & Company

Oxford Harriman & Company is a nationally recognized wealth management practice with 34 offices across 13 states and more than 70 financial advisors dedicated to helping clients accumulate, preserve, and transfer wealth. We are a practice built on the foundation of long-term relationships, personalized advice, and disciplined investment planning. Our comprehensive approach to private wealth management is rooted in clarity, focus, and strategy—providing our clients with a clear path to pursuing their financial goals. Who We Serve We work with a select group of individuals, families, and business owners to develop tailored financial strategies. We believe our clients value long-term planning, thoughtful risk management, and a consistent investment philosophy. What Sets Us Apart At Oxford Harriman & Company, we follow the guiding principle of “clarity of thought” in everything we do. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social This information is intended for use only by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS ,KY, LA, MA, MD,ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY, Mark Bailey CA Insurance License #OF88271 Resident State NY, Dennis Barba CA Insurance License 0145386 Resident State OH, Charles Bracken CA Insurance License 0L07091 Resident State NY, Tom Cometa CA Insurance License 0K98521 Resident State NJ, Kery Hutner CA Insurance License #4273009 Resident State OH, Dathan Lumpkins CA Insurance License 0M848696 Resident State MI

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