Strategic alliance expands retirement planning, wealth management, estate planning coordination, and financial guidance services nationwide.
SANTA ROSA BEACH, FL / ACCESS Newswire / June 2, 2026 / Oxford Retirement Advisors, a financial advisory firm focusing on retirement income planning and wealth management, today announced a strategic partnership with San Diego-based Estate Management Group and Engaging Women in Wealth, led by Deb Sims.
The collaboration expands Oxford Retirement Advisors’ national footprint while strengthening its ability to provide integrated estate planning coordination, retirement structuring, and financial guidance for complex life transitions such as divorce.
The partnership comes at a time when demographic and wealth trends are reshaping financial planning in the United States. Industry research has highlighted the growing influence of women in financial decision-making and wealth management, contributing to increased demand for specialized advisory services.
Deb Sims’ firms serve high-net-worth clients with comprehensive wealth management services, including estate and trust planning coordination, financial divorce guidance, and retirement structuring. She works closely with a network of estate planning attorneys and certified public accountants to provide integrated planning strategies for clients.
Oxford Retirement Advisors currently maintains offices in New Jersey, Atlanta, and Florida. The partnership adds a strong presence in California and further positions the firm to serve clients nationwide.
“I have worked with Deb on numerous client engagements over many years, so this partnership feels like a natural extension of a relationship that has already stood the test of time,” said Clint Gharib, Founder of Oxford Retirement Advisors. “Deb built her firms around a deeply client-centric philosophy, and we’re happy to welcome this accomplished mother-daughter team into our extended family, enhancing our national planning capabilities.”
The partnership expands Oxford Retirement Advisors’ service capabilities and brings additional experience in income and estate planning coordination, tax strategy collaboration, and investment management.
“We’re thrilled to partner with Oxford Retirement Advisors,” said Deb Sims, Principal of Estate Management Group and Engaging Women in Wealth. “Combining our resources and experience creates meaningful advantages for our clients. I’ve worked with Clint for more than 25 years, and this collaboration allows us to build on a professional relationship developed over that time.”
The partnership also highlights the growing role of women in financial leadership and advisory services, as Sims and her daughter continue to build a client-focused practice serving high-net-worth families.
Estate Management Group and Engaging Women in Wealth will continue to operate under their respective brands.
About Oxford Retirement Advisors
Oxford Retirement Advisors is an Atlanta-based financial advisory firm focused on comprehensive income planning, retirement strategies, and wealth management. With a team of experienced professionals, the firm delivers personalized financial strategies designed to help individuals, families, and businesses achieve long-term financial security.
For more information, visit www.OxfordRA.com. Oxford Retirement Advisors does not provide tax or legal advice. Clients should consult their tax or legal advisor regarding their individual situation. Securities and advisory services are offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC, and a Registered Investment Advisor. Oxford Retirement Advisors and MAS are not affiliated entities.
About Estate Management Group
With California locations in Rancho Santa Fe and San Diego, Estate Management Group provides financial guidance to business owners, foundations, and high-net-worth families focused on protecting and preserving their family legacy.
About Engaging Women in Wealth
Engaging Women in Wealth was created to provide an environment where women feel confident participating in conversations about investing, retirement planning, and wealth management. The firm focuses on encouraging women to take a more active role in financial planning and wealth management discussions.
Media Contact
Max Mowrer
Advisor Support
MMowrer@OxfordRA.com
404-479-8136
www.OxfordRA.com
SOURCE: Oxford Retirement Advisors
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