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Title: Oxford Harriman And Company Merges with Meltzer And Hill Wealth Advisory in Kingston, New York

Oxford Harriman & Company is excited to announce their recent merger with Meltzer & Hill Wealth Advisory in Kingston, NY. The merger brings the combined experience and knowledge of Philip Meltzer and Edward Hill as Partners & Managing Directors and Lizette Pagán as Vice President & Managing Principal.Prior to joining Oxford Harriman & Company in September of 2023, Edward, Philip, and Lizette were co-founders and Partners, along with Evan Meltzer, of Meltzer & Hill Wealth Advisory, which they started in 2013. They serve as financial advisors to entrepreneurs, high-net-worth families, and institutions. They’re experienced in delivering value-added advice around investment management, brokerage, risk mitigation, banking services, and wealth planning.Edward Hill Photo Oxford Harriman & Company is a boutique wealth management firm with twenty locations in seven states. The addition of Meltzer & Hill Wealth Advisory adds offices in Kingston and Rhinebeck, NY. “I had the pleasure of getting to know this team when they originally joined Wells Fargo Advisors Financial Network (FiNet) a decade ago and loved working with them,” said Kent Whitaker, President of Oxford Harriman & Company. “They are a super talented group of professionals, and we are thrilled this merger came together.”    "We are thrilled to have created this merger with Melter & Hill Wealth Advisory, " said Dennis Barba, CEO of Oxford Harriman. “They bring a wealth of experience and expertise to our team, and we are confident that they will provide exceptional service and advice to help our clients achieve their financial goals.”Both Philip and Ed have earned the CERTIFIED FINANCIAL PLANNER™ certification, which identifies those individuals who have met th...

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