Breathe Easier® About Your Financial Future
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Who We Are
You are the CEO of your family finances. Every successful CEO has a great CFO beside them. Learn more about the revolutionary oXYGen Financial Private CFO®, and how we can help your family build a leaner budget, a fatter wallet, and a bigger net worth.
Background and qualification information is available at FINRA's BrokerCheck website.
What We Do
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Identify and Prioritize Your Financial Goals
Meet your Private CFO® and tell us your financial story
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Gather Fact & Feeling Data
Set up your personal financial dashboard
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Organize Family Team At oXYGen Financial
We put our team of financial experts together to work on your overall plan
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Build Personal Financial Plan
We act as a fiduciary, analyzing your budgets, investments, insurance, taxes, retirement, college education, and estate plan.
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Strategy Session
As your Private CFO®, we will present a multitude of options to help your family achieve financial success
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Develop Implementation Plan
We don't represent any product companies, so we can search the market for the very best options for your future
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World Class Service
There's a reason clients breathe easier® with us - no question is ever too big or too small for us
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Refer Friends, Family, and Co-Workers
The best compliment we could ever receive is a new introduction from you
How We Get Paid
We believe transparency on how we get paid is paramount for a long-term, mutually beneficial relationship.
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1.
SMALL INVESTMENT FOR FINANCIAL PLANNING & ADVICE
and orWe Act As Your Private CFO®.
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2.
THERE IS A COST TO RUN YOUR MONEY
and orDone As A Percentage Of Your Managed Assets. We Do Better When You Do Better.
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3.
INSURANCE PRODUCTS OFFERED SEPARATELY
and orWe Can Handle All Risk Management Scenarios For Your Family.
300+
Combined Years of Experience
$1.7B
Assets Under Advisement
20+
Advanced Designations
99.8%
Client Retention
*As of December, 31 2020
Download Our Game
Changing E-Books Today
From Budgets To Taxes To Retirement Our E-Books Will Change Your Life
- 2021 Family Budget Template
- How To Save Up To $100,000 In Income Taxes
- 7 Ways To Start Up A Side Hustle
- Six Money Moves To Make If You Get Laid Off
- Why The 4% Withdrawal Rule Is Broke
oXYGen Financial Has Been Featured In..
We Are Ranked By Investopedia As A TOP 10 Financial Advisor In The United States
Spousal IRAs: Often Overlooked, but Highly Effective
The Great Escape: The New Trend in Real Estate
What's Ahead for Social Security?
5 Do’s and Don'ts of Juggling Multiple Loans
February 17, 2021
February 17, 2021 - "The Atlanta Small Business Profile – David Liniado, 19Y Advisors" by Atlanta Small Business Network
February 16, 2021
February 16, 2021 - "12 Essential Money Tips for Every Phase of Your Financial Life" by Yahoo Finance
Our Locations
Open a new branch in your city, join us in Atlanta, or find out
more about joining the oXYGen Financial team.
Austin
More info coming soon
Nashville
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Charlotte
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Miami
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Tampa
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Phoenix
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Los Angeles
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San Francisco
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Seattle
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Washington, D.C.
More info coming soon
Columbus
More info coming soon
Salt Lake City
More info coming soon
Boise
More info coming soon
Boulder
More info coming soon
Savannah
More info coming soon
Meet The Team
For a company to be world class it can only happen by hiring world class people. We have an experienced, diverse team of professionals. Our purpose is to empower them to be the best version of themselves every day.
