A Value-Based Investment Firm
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Lifelong Financial Guidance
Years of experience have prepared us to guide you through your life transitions.
Wealth Management, Tailored To You
Financial Strategy: It's In Our DNA
We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Oxinas Partners Wealth Management, we know how to disrupt the status quo and want to help you do the same.
It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.
Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.
Ready for the next step? We can help.
Our Services
Financial Planning
We believe that our client’s future success begins with a blueprint of their future. Our team takes a holistic approach where we examine our client’s complete financial picture.
Investment Management
Our investment philosophy is tailored to each client’s own specific goals, risk profile, time horizon, and objectives.
401(k) Planning
All company 401(k) plans work differently, so entrusting your plan to a knowledgeable, licensed advisor will ensure proper investment and protection for all participants.
Meet Our Team
What It's Like To Work With Us
Bill Green
“Clients receive an in-depth financial review and recommendations followed by full Portfolio Management of IRA, ROTH and taxable investments, debt management and strategy, cashflow analysis for savings, and more!”
Brian Coxon
“…One of the most gratifying parts of my job is being able to teach people new ways to save more money and build plans to reach their financial goals.”
“…I pride myself on getting clients questions/concerns addressed as accurately and quickly as possible. If a client reaches out with a question or concern, they can expect to have an answer before the end of the day.”
Matt Wagner
“Life is already complicated enough. I try to make the Financial and Investment process as simple and fun as possible!”
Gary Bouch
"When you become my client, I have a duty to always work in your best interest. In my practice, I focus solely on my existing clients. My clients will never see me spending time or energy marketing to strangers, or promoting myself. My clients took a leap of faith when they chose to work with me. In exchange, I devote all of my time and energy to their success. For me, my clients help me grow my business through word of mouth. My clients success, and their recommendation, is my greatest reward."