About OxenFree
Set free is the whole point.
An independent, fee-based financial planning firm on Florida’s Space Coast, built on a name that means exactly what we do.
Our mission
Go yoked with God’s people so all are set free from financial burdens.
Our vision
To be the leading financial planning firm; operating in a way that is always Humble, stays Hungry, and has a Heart for people.
The name
“Olly olly oxen 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.
How we operate
Transparent, educational, fiduciary.
At OxenFree Financial, we are an independent financial planning firm that helps clients navigate the major areas of their financial lives through financial planning, investment management, tax-aware planning, and estate planning facilitation.
We don’t believe in using high-pressure sales tactics. Instead, our focus is on complete transparency and educating our clients about finances in a clear and understandable manner. We prioritize your interests above all else when making recommendations.
When you work with us, you can trust that our advisory accounts adhere to a Fiduciary Standard. This means we have a legal obligation to always act in your best interests.
Curious how that looks in practice? Start with why people work with us or how our fee works.
Consultations are free. Conversations are easy.
When you schedule with us, you won’t be visiting with a salesperson. You’ll meet a registered professional with the heart of a teacher.