J. Ted Oakley, CFA, CFP

Ted Oakley is the Managing Partner and Founder of Oxbow Advisors, a Texas-based private investment firm specialising in protecting the wealth of high-net-worth individuals – particularly those who have recently sold a business or experienced a significant liquidity event.

With more than forty years of experience advising high-net-worth clients, Oakley applies the firm’s proprietary “Oxbow Principles” to deliver a distinctive investment perspective focused on capital preservation over speculation. He holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations, and is a member of the Austin Society of Financial Analysts.

Oakley’s core philosophy centres on the crucial difference between making money and keeping money – a perspective shaped by decades of guiding clients through the decisions that follow major wealth events. He is a vocal commentator on market valuations, investor psychology, and the risks of conventional Wall Street advice for those with significant assets to protect.

A frequent guest on FOX Business News, Bloomberg Radio, Thoughtful Money, and The David Lin Report, Oakley is also the author of ten books on wealth, investing, and the psychology of money, including You Sold Your Company, $30 Million & Broke, and The Psychology of Staying Rich.

Beyond finance, he is a U.S. Army veteran and a dedicated philanthropist, founding multiple foster child foundations across Texas.