Oxford Harriman & Company - Clarity of Thought for Your Financial Future

Serving the financial and wealth management needs of a select group of clients, Oxford Harriman & Company has developed a practice based upon the premise of long-term investing to help achieve a secure financial future.

Following the guiding principal of "clarity of thought" in strategic planning, risk management and asset management, we are dedicated to helping families identify their unique financial circumstances and objectives, then creating specific strategies designed to help fulfill their needs and goals.

Dennis Barba Jr., Ph.D.

President & Managing Partner

Dennis has gained broad-based experience during his 29-year career. Dennis works primarily with high net worth individuals and their families. In addition to his financial career, Dennis is the author of four books and has served as an adjunct professor at the Weatherhead School of Management in Cleveland, Ohio.

Barba's wealth management process is delivered to his clients with an unwavering focus on an investment philosophy that is consistent, disciplined, and focused on the decision-making process, rather than on short-term performance. 

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Our Vision is to build a practice of unemotional clients who make investment decisions based on what's necessary to help achieve their specific financial goals through strategy and discipline.

This vision of dynamic wealth management with focused clarity is not for everyone. To find out if you're ready for our process, you have to ask yourself some questions.

Free Risk Analysis of Your Investment Portfolio

NEW!  The ultimate success of your investment program is determined by its ability to address the opportunities and challenges presented by the financial markets in concert with your time, spending and risk profile.

Oxford Harriman & Company has partnered with a leading financial technology company to provide a quantitative measurement of your risk tolerance. We can work with you to use that data to build customized portfolios that are consistent with your risk tolerance. 

Offices in Cleveland, New York City & Sarasota

We are headquartered in Beachwood, Ohio just east of Cleveland.  We also maintain locations in the Chrysler Building in New York City and on South Pineapple Street in Sarasota, Florida.