Awards

Bicentennial Medal - 2020

Kelley School of Business Distinguished Entrepreneur - 2000

About Jeffrey H. Thomasson

Jeff Thomasson founded Indianapolis-based Oxford Financial Advisors upon receiving his MBA from Indiana University in 1981. He specialized in investments and taxation and was named Outstanding MA while at IU.

A Certified Financial Planning, Thomasson currently serves as managing director of Oxford Group, Ltd., whose subsidiaries include Oxford Family Office, Oxford Financial Advisors, The Trust Company of Oxford, and Oxford Charitable Trust. The majority of Oxford’s individual and family clients are owners of privately held businesses, senior officers of publicly held companies, representatives of inherited affluence, and recipients of recent wealth. Oxford’s institutional clients include not-for-profit organizations, foundations and endowments, profit-sharing programs, and 401(k) plans. Through the Thomasson Foundation, he and his family have awarded hundreds of scholarships to students who are children of missionary families around the world.

Over the pat 18 years, the firm has grown to more than 110 professionals, serves clients in 26 states, has more than $12 billion in active client assets, and has $7 billion of marketable securities. An additional office is in Naples, Fla.

Thomasson serves on the board of directors of Waterfield Mortgage Corp., WebAssured.com, Park Tudor School, and Indiana Repertory Theatre. Additional community involvement extends to the Children’s Museum of Indianapolis, the Indianapolis Museum of Art, the Indianapolis Zoo, and Conner Prairie. He also is a former member of the Kelley School’s Johnson Center for Entrepreneurship and Innovation board of advisors.