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Client Relationship

We aim to streamline the new client process as much as possible.  Nothing is required of our clients prior to their scheduled phone meeting, but please feel free to look over the necessary information on the “Oxbow Financial New Client Form.”  The LPL & TSFG Client Relationship Summaries are also easily accessible to read and/or print for your records:  

Client Forms

Oxbow Financial New Client Form

LPL Client Relationship Summary

Client Experience Summary

“We don’t have to be smarter than the rest. We have to be more disciplined than the rest.” 

– Warren Buffett