Oxford Financial Group announced the appointment of Neal Davis and Ashlee Walton as Managing Directors in its Cincinnati office.
The appointments are part of a broader expansion that has brought five new team members to Oxford’s Cincinnati office over the past year. The firm said the growth reflects its continued investment in the Greater Cincinnati and Dayton markets.
Davis and Walton will support Oxford’s work with significant families and institutional clients across investment management and family office services.
Davis will lead client relationships on the investment side, delivering tailored advice and helping integrate Oxford’s offerings into customized solutions for complex client families and institutions.
Walton will advise multigenerational families, foundations, and endowments on wealth planning, governance, and legacy strategies. Her work will include coordination across estate planning, tax, business succession, philanthropy, and trust administration.
Davis joins Oxford from Fort Washington Investment Advisors, where he served as Vice President and Senior Portfolio Manager in the Private Client Group. In that role, he was responsible for investment strategy and portfolio management for significant families and institutions. He also led the firm’s equity due diligence process and hosted educational seminars for clients and professional organizations.
Earlier in his career, Davis spent nine years at Buckingham Advisors as a Senior Portfolio Manager. He is a CFA charterholder and CFP professional and holds a Bachelor of Science in Family Financial Management from The Ohio State University.
Walton joins Oxford from Goldstone Financial Group, where she served as Senior Advisor and Tax Strategist. In that role, she built and managed an independent book of business and delivered tax planning and multi-year strategy reviews for high-net-worth clients.
Previously, Walton worked at James Investment Research, where she created the firm’s financial planning framework and fee model. She also served as lead advisor on complex client relationships, integrating tax, estate, retirement, investment, and charitable strategies in coordination with CPAs and attorneys.
Walton holds a Bachelor of Science in Financial Services from Wright State University and is a CFP professional.
Oxford Financial Group is an independent, fee-only registered investment advisory firm with more than $38 billion in assets under advisement as of December 31, 2024. The firm serves family and institutional clients through offices in Atlanta, Chicago, Cincinnati, Grand Rapids, Indianapolis, Minneapolis, and Palm Beach.
KEY QUOTE:
“Oxford is in an active and intentional growth phase and bringing on two Managing Directors in Cincinnati reflects our commitment to this market. Neal and Ashlee have both spent their careers in this region, so they already know this market and the people in it. Neal brings a rigorous, research-driven investment approach honed over more than a decade serving significant families and institutions, and Ashlee is a recognized presence among CPAs, attorneys and planning professionals across the region with deep expertise in multigenerational planning. Together, they cover the full breadth of what Oxford does for clients.”
Jeffrey H. Thomasson, CEO and Managing Director of Oxford Financial Group
