Breathe Easier® About Your Financial Future

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What Is A Private CFO®

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.

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Background and qualification information is available at FINRA's BrokerCheck website.

Breathe Easier® With
The oXYGen Financial Process

  • Identify and Prioritize Your Financial Goals

    Meet your Private CFO® and tell us your financial story

  • Gather Fact & Feeling Data

    Set up your personal financial dashboard

  • Organize Family Team At oXYGen Financial

    We put our team of financial experts together to work on your overall plan

  • Build Personal Financial Plan

    We act as a fiduciary, analyzing your budgets, investments, insurance, taxes, retirement, college education, and estate plan.

  • Strategy Session

    As your Private CFO®, we will present a multitude of options to help your family achieve financial success

  • Develop Implementation Plan

    We don't represent any product companies, so we can search the market for the very best options for your future

  • World Class Service

    There's a reason clients breathe easier® with us - no question is ever too big or too small for us

  • Refer Friends, Family, and Co-Workers

    The best compliment we could ever receive is a new introduction from you

How We Get Compensated

We believe transparency on how we get paid is paramount for a long-term, mutually beneficial relationship.

  • 1.

    Fee for financial planning & advice

    and or

    (Hourly, Flat Fee, Ongoing Monthly Retainer) - Where We Act as Your Private CFO®.

  • 2.

    Fee for managing your assets

    and or

    Done As A Percentage Of Your Managed Assets.

  • 3.

    Insurance products sold separately

    and or

    Handling Your Family Risk Management Needs.


Combined Years of Experience


Assets Under Advisement


Advanced Designations


Client Retention

*As of December, 31 2019

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From Budgets To Taxes To Retirement Our E-Books Will Change Your Life

  • 2020 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

Our Locations

Open a new branch in your city, join us in Atlanta, or find out
more about joining the oXYGen Financial team.

Licensed States
Future Locations
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Los Angeles

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San Francisco

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Washington, D.C.

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Salt Lake City

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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.

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Let us help you to Breathe Easier® and get more time back in your life

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-553-7872.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. Kestra IS and Kestra AS makes no representation as to the completeness or accuracy of information provided at these web sites. Nor is Kestra IS and Kestra AS liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.