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Our History

Oxford Wealth Advisors was founded by Lynn B. Thurgood in 1987, when he began serving the public after witnessing his own family struggle financially. Lynn learned a lot through the commitment he made to help his family gain financial independence and he felt strongly about sharing that new found wisdom, that expertise, with those who would listen. Lynn built Oxford Wealth Advisors from the ground up to do exactly that; starting with only a desk, a phone and one single goal – to educate retirees and pre-retirees about financial concerns like taxes, probate, stretching assets through multiple generations and Medicaid spend-down.

Today, Oxford Wealth Advisors, LLC, has offices in the Rio Rancho and Albuquerque metro area, Santa Fe, Farmington, and Los Lunas, New Mexico, as well as Austin, Texas. We have also expanded the services we offer to include social security strategies, estate planning, managed money investment assistance, and more.