Oxford Retirement Advisors, a leading financial advisory firm focusing on retirement planning and asset management, is pleased to announce the opening of their newest office in Santa Rosa Beach. This follows the acquisition of PFS Capital Management, with offices in New Jersey and Florida. Known for their client-centric approach and impressive track record of success, PFS Capital Management brings a wealth of experience in financial planning and estate management
“We are thrilled to welcome PFS Capital Management to the Oxford Retirement Advisors family,” said Clint Gharib, Founder of Oxford Retirement Advisors. “Their deep knowledge of financial planning and unwavering commitment to putting clients’ best interests first perfectly align with our mission. This acquisition significantly strengthens our ability to serve clients, enhances our presence in both the Northeast and Florida, and increases our planning capabilities across the board.”
Clint Gharib is an Accredited Investment Fiduciary — AIF® and independent financial advisor with more than 36 years of experience advising both clients and other financial representatives across the United States. The AIF® designation is put out by Fi360,(Fi360.com) and all AIF® certified advisors are required to complete annual training as well as adhere to a strict Code of Ethics.
Clint is the founder and a senior member of Oxford Retirement Advisors. His life was forever changed when he was able to stay in college from gains made in the stock market, and he has had a passion for using the markets to accomplish dreams ever since. Mitigating risk has been and remains Clint’s obsession.
A recipient of numerous awards as an advisor, Clint is an entrepreneur to the core and has appeared in or been quoted in media outlets such as Dow Jones Newswire, WSJ.com, Forbes, CNBC and AJC.com. Clint graduated from Indiana University — Go Hoosiers! — with two Bachelor of Arts degrees in 1989. He has passed the Series 65 (Investment Advisor Registration), Series 7 (General Securities Registration), Series 24 (General Securities Principal) and Series 53 (Municipal Securities Principal) securities exams. He also has his Certified Financial Education (CFEd®) certification as well as life insurance licenses in many states across the United States. Clint says, that “Even after living here for the past 9 years, my wife and I continue to say to each other that we can’t believe we live here almost every time we sit on the beach.” We’re living our dream here at the beach.”
Timothy Pashley, CFA® and his New Jersey based team joined Oxford in October, 2024. Serving clients in both New Jersey and Florida, Tim is an independent advisor with more than 36 years of experience. Tim is a 1985 graduate of Taylor University with a B.S. degree in Accounting. He has passed the Series 65 (Investment Advisor Registration), Series 7 (General Securities Registration), Series 24 ( General Securities Principal) and is a CFA® charterholder – which was awarded in 2000. In addition, he has life insurance licenses in multiple states across the United States.
This strategic partnership increases Oxford Retirement Advisors’ service capabilities and adds valuable experience in income and estate planning, tax strategies, and investment management. Together, they provide comprehensive solutions for clients nationwide. “The team at PFS Capital Management is excited to join Oxford Retirement Advisors. We have been independent for over 30 years. By joining forces with this terrific team we can provide unparalleled financial planning and investment management services providing our clients with even more experience and resources,” said Tim Pashley, Founder of PFS Capital Management.
This acquisition marks a significant milestone in Oxford Retirement Advisors’ continued growth and being well-positioned to meet the evolving needs of clients across the nation. For more information, please call, email or visit us online: www.OxfordRA.com.
Clint D. Gharib, AIF®, CFEd®
Investment Advisor
404-479-8341
cgharib@oxfordra.com
Timothy Pashley, CFA®
Investment Advisor
800-650-3191 / 609-390-9050
tpashley@oxfordra.com
Address: 6925 Hwy 98 East, Suite 300-A-D, Santa Rosa Beach, FL 32459
Other Locations:
1455 Lincoln Parkway, Suite 325, Atlanta, GA 30346
1314 Route 9, P.O. Box 170, Ocean View, NJ 08230
Oxford Retirement Advisors is an independent firm with Securities and Advisory services offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a Registered Investment Advisor. Oxford Retirement Advisors and MAS are not affiliated entities.
Author: SoWal Admin
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