Shaun Eddy
Oxford Planning Group, LLC
Woodstock,
Maryland
Contact
How to contact
shaun@oxfordplanning.com, 410-995-8711
Professional Profile
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Oxford Planning Group, LLC provides solutions to help simplify our clients financial lives. We provide financial planning and investment planning advice to individuals, families and businesses.
Professions
Investor
Wealth Manager
Functional Expertise
Board of Directors (for profit)
Board of Directors (not for profit)
Cash management
Entrepreneurship
Estate planning
Finance
Financial Modelling
Investments
Retirement
Business Focus
Shaun Eddy is dedicated to helping individuals and businesses in achieving their financial goals.
Professional Certification
CFP®, MSFA, AIF®
Client Industries
Financial Services
Client Results
At Oxford Planning its about you! We offer personalized service backed by over 25 years of financial planning experience.
Chapter information
Membership
Maryland Individual
Member since
Member for 8 years
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