Erik Christman (CFP®, CPA®, MBA)

Erik Christman focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • College/Education Planning
  • Corporate Executives
  • Fixed Fee (Subscription, Retainer, etc.)

Planning Specialties

Oxford Financial Partners is a new breed of advisory firm, committed to putting the trust back in financial planning. We offer you:
- A transparent, trusted partner
- Clear financial direction
- Forward thinking solutions

Our scope of services include:
Financial planning, financial advice, wealth management, stocks, bonds, mutual funds, exchange traded funds, life insurance, long term care insurance, 401(k)'s, stock option planning, estate planning, cash flow management, tax minimization and much, much, more.

Additional Information

Erik is Managing Partner of Oxford Financial Partners, a premier fee-only wealth management firm. As managing partner, Erik is responsible for the strategic direction and future growth of the firm. Erik leads a team of talented individuals at Oxford and leverages their expertise in portfolio design, retirement income distribution, estate planning and tax reduction strategies to design innovative solutions for current and prospective clients.

Erik is the creator of Power of 5 Investing®, a unique system for helping clients towards achieving retirement success. He has appeared in national publications including Money and Forbes and has been listed as a Five Star Wealth Advisor multiple times in Cincinnati Magazine.

Erik has earned the CERTIFIED FINANCIAL PLANNER™ professional certification and is a certified public accountant (CPA). He received his MBA in finance from Indiana University and completed his undergraduate studies at Miami University with dual majors in finance and accountancy.

Erik’s two decades of professional experience has included key roles for leading companies including Procter & Gamble, Deloitte & Touche and the Western & Southern Financial Group. He is a past president of the Financial Planning Association of Greater Cincinnati and has served on the local board of the Miami University Alumni Association. Erik was selected to the prestigious C-Change program sponsored by the Cincinnati USA Regional Chamber, a program dedicated to improving the image and quality of life in Cincinnati.

NAPFA Start Date

March 05, 2019

Submit
Submit

This Office

8044 Montgomery Rd Ste 163 Cincinnati, OH 45236-2925 Phone: (513) 469-7014