Oxford Financial Group, Ltd. has officially announced the appointment of Russ DeLibero as its new Chief Wealth Planning Officer, a significant addition aimed at bolstering the firm’s wealth management and estate planning capabilities. In this newly established role, DeLibero will oversee intricate estate and wealth planning projects while providing strategic guidance to the Family Office Services Technical team. His expertise is expected to play a vital role within Oxford’s Senior Leadership Team, helping to shape the firm’s direction in serving ultra-high-net-worth families.
Extensive Experience in Financial Planning
With a career spanning over two decades in financial planning, DeLibero brings a wealth of experience from his previous position as Vice President at Goldman Sachs in the Asset and Wealth Management division. There, he was responsible for advising clients on various aspects of financial planning, including trust, estate, tax, retirement, philanthropic, and insurance strategies. Additionally, he managed initiatives related to private placement insurance, demonstrating his comprehensive understanding of wealth management complexities.
Before his tenure at Goldman Sachs, DeLibero served as Vice President in the Merrill Lynch Wealth Structuring Group. In this role, he led a specialized team focused on trust, estate, and insurance planning, further solidifying his credentials in the field. His academic background is equally impressive, holding a Bachelor of Science in Finance from Rutgers University, a Master of Science in Financial Services from The American College, and a Doctor of Philosophy in Financial and Retirement Planning from the same institution. He is also recognized for his professional certifications, including Certified Financial Planner™ (CFP®), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®).
About Oxford Financial Group
Founded over four decades ago, Oxford Financial Group, Ltd. stands as one of the largest independent Registered Investment Adviser (RIA) firms in the United States, managing over $35 billion in assets under advisement. With a team of 25 Managing Directors across seven locations—including Atlanta, Chicago, Cincinnati, Grand Rapids, Indianapolis, Minneapolis, and Palm Beach—the firm provides tailored financial advice to both family and institutional clients nationwide. As a privately held, fee-only firm, Oxford specializes in Bespoke Generational Solutions, Aspirational Solutions, and Diversifier Strategies, ensuring a comprehensive approach to multigenerational estate planning and innovative investment solutions.
With the addition of Russ DeLibero, Oxford Financial Group is poised to enhance its service offerings, continuing its legacy of guiding families and institutions in their financial journeys with expertise and integrity. The firm remains committed to providing exceptional financial planning and investment strategies tailored to the unique needs of its clients.
Related
