Fiduciary financial planning · Melbourne + Orlando, FL
All are set free.
Independent, fee-based financial planning: investments, retirement, tax-aware strategy, and estate planning, from a team with a legal obligation to put your interests first.
- 9
- Advisors with the heart of a teacher
- 2
- Florida offices, Melbourne + Orlando
- 100%
- Fiduciary standard on advisory accounts
Come as you are
Whatever stage you’re in, we meet you there.
Your goals are unique, and that’s how we advise you. Every stage gets its own MOO: a Money Order Outline that tells every dollar where to go.
Just Out of School
It is time to face the real world. Don’t worry, we’ve got your back.
See your MOO →Starting a Family
From hanging out with friends to poopy diapers, we help make the transition seamless.
See your MOO →Growing Kids
Juggling your kids, 401k, and career is tough. We won’t let it overwhelm you.
See your MOO →Nearing Retirement
Retirement is getting close. We have the tools to help make sure you do it right.
See your MOO →Retirement
Worried you might run out of money in retirement? Let’s build the plan that answers that.
See your MOO →Widowed & Inheritance
After the loss of a loved one, you shouldn’t have to worry about finances.
See your MOO →
A bigger vision
OxenFree translates to “all are set free.”
If you’ve ever played the childhood game of hide ’n’ seek, you’re likely familiar with the popular phrase “Olly Olly Oxenfree,” meaning “All are set free.” At OxenFree Financial, we resonate with this expression as it aligns perfectly with our mission of fostering financial freedom through hard work.
The Oxen in “OxenFree” represents the diligent effort that cultivates the fields, preparing them for a bountiful harvest. Success requires intentional effort; wealth without the toil of hard work ultimately diminishes the fruits of labor. The “Free” component signifies the freedom that is earned through dedicated work, leading to a state of peace and contentment.
Our aim extends beyond guidance on financial freedom. We are dedicated to assisting individuals across their lives: spiritual, family, social, physical, career, and intellectual growth.
Humble
Our primary purpose is to serve our clients and colleagues, prioritizing their needs above self-promotion. Humility builds strong relationships and a culture of collaboration.
Hungry
Each day, we make a conscious decision to do whatever it takes to reach our highest potential. We embrace continuous growth and relentlessly pursue excellence.
Heart
We care deeply for people. We approach every relationship with compassion, empathy, and understanding, and we embrace the role of a teacher on every financial journey.
Why people work with us
Advisors, not salespeople.
We’re fiduciaries
As fiduciaries, we are legally bound to prioritize your best interests. Even if you choose not to work with us, ensure you collaborate with a full-time fiduciary.
Fee-based
As a fee-based service, our economic interests are directly aligned with yours. You are never locked into complex products, and you have the freedom to end our services at any time.
Goal focused
Whether you are just getting started or preparing for the next chapter of life, we have guided hundreds of clients through nearly every financial scenario possible.
The team
Yoked together, for you.
Our advisors don’t compete with each other. They collaborate, so every client gets the whole team’s knowledge.
Free tools
Run your own numbers.
Eight calculators, free to everyone. Education first, no obligation, no jargon.
Compound Interest
Project how your savings can grow exponentially over time from an initial amount and monthly contributions.
Mortgage
Find your monthly payment and see how extra payments shorten your loan and cut interest.
Roth vs Traditional
Compare retirement accounts and see which could maximize your savings for your tax situation.
Monthly Budget
Track income against expenses and uncover opportunities to save more each month.
Ready to go yoked?
Two oxen yoked together can pull five times what one can alone. Consultations are free, and you’ll meet a teacher, not a salesperson. Or call (321) 722-7882.