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MEMBER PROFILE

 

Shaun Eddy

Oxford Planning Group, LLC

 

Member profile details

Membership level
Maryland Individual
First name
Shaun
Last name
Eddy
Title
Owner & CEO
Company
Oxford Planning Group, LLC
 

CONTACT INFORMATION

City
Woodstock
State
Maryland
 

PROFILE INFORMATION

Call me when
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.
Profession
  • 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
Client Industry(ies)
  • Financial Services
Professional Certification(s)
CFP®, MSFA, AIF®
In Business Since
1991
How to contact
shaun@oxfordplanning.com, 410-995-8711
LinkedIn profile link
https://linkedin.com/in/ShaunEddy
Business Focus
Shaun Eddy is dedicated to helping individuals and businesses in achieving their financial goals.
Client Results
At Oxford Planning its about you! We offer personalized service backed by over 25 years of financial planning experience.
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