O

xford Harriman & Co. may be 
a new name in wealth man-
agement for metro Detroit, 
but the Cleveland-based practice 
has already solidly established itself 
nationally across the East Coast.
The company initially opened the 
doors to its Michigan office in 2019 
and is growing steadily. By October 
1, 2020 Oxford Harriman partners 
Albert Berger, Michael Finkelstein 
and David Gallina will move from 
Troy to a new, larger location at 2550 
S. Telegraph Road in Bloomfield 
Hills.
The new location will offer more 
capacity to handle the Company's 
growing client base. Oxford 
Harriman will also be looking to add 
financial advisors to their team over 
the next two years to manage this 
growth.

What’s behind the steady success?
“We care more about preserving 
your money than anyone who 
doesn’t share your last name,” 
Finkelstein says. And he means it. 
He views himself as a conduit to 
help you achieve your financial 
goals. “As independent advisers, 
we pride ourselves on providing 
comprehensive investment solutions 
that are in the best interests of our 
clients rather than promoting product 
sales,” Finkelstein says. “We won’t 
sell you something or make an 
investment that you don’t need or 
understand.”
“Financial management and 

investment decisions can be complex 
and we strive to simplify how people 
save and plan.” He goes on to say 
“Our clients work very hard for their 
money and we are highly focused 
on finding ways to save and invest 
efficiently in addition to preserving 
their assets.”
Likewise, Berger finds it rewarding 
to guide people as they accumulate 
wealth or prepare for retirement.
“My family emigrated from the 
Soviet Union in 1974. They are hard-
working people and good savers, 
but, at that time, did not have a 
relationship with a trusted advisor 
to steer them toward a productive 
investment strategy. These are the 
type of people I want to help.”
Oxford Harriman specializes 
in investment management, 
investment planning, retirement 
guidance, college savings strategies 
and insurance products. By having 
professionals in seven offices with a 
wide variety of experience, advisors 
have the distinct ability to consult 
a team member to find the best 
solution for their clients. 
When clients choose to work with 
Oxford Harriman they receive access 
to professionals with varied and 
complementary experience in wealth 
management. “The team approach 
gives our clients the ability to reach 
an associate to address an issue or 
help with an order at all times,” 
Gallina says.
Berger earned his bachelor’s degree 
in finance from Michigan State 

University and his MBA from Wayne 
State University. He is a CERTIFIED 
FINANCIAL PLANNER ™ 
professional with 15 years of 
experience. Finkelstein received his 
bachelor’s degree in accounting as 
well as his MBA from the University 
of Michigan. He was formerly a 
CPA and is a Chartered Financial 
Analyst with 20 years of experience 
managing stock portfolios for 
individuals and institutions. Gallina 
is a specialist in corporate retirement 
plans and investment planning 
with 30 years of proven experience. 
He was also a branch manager for 
several investment institutions before 
becoming an independent advisor.
Collectively, the team has 
an expansive base of industry 
credentials. However, Finkelstein 
notes "What truly matters is our years 
of experience and how we treat our 
clients. New clients can expect to 
find that we take a holistic approach 
to their financial situation. We 
coordinate all aspects of investment 
planning such as allocation strategies, 
tax-efficient investing, estate 
planning, and insurance to make 
sure all of your needs are addressed. 
Our goal is for you to understand 
and have confidence in the plan we 
have developed with you.” While 
Berger admits that any time is a good 
time to begin working with a trusted 
financial advisor, the challenges 
brought forth in 2020 make it 
particularly important today. 
“Now, people are reconsidering 

their priorities in life and what’s 
important to them", he says. "They 
may want to adjust that retirement 
date or build their dream home. 
There are numerous reasons to work 
with a financial advisor. At Oxford 
Harriman, we recognize investment 
planning is a dynamic process which 
is why we meet and communicate 
with our clients often.”
 Finkelstein adds: “We serve an 
important role, and the current 
market volatility — along with 
the uncertain economic outlook 
and changing regulations — have 
highlighted this need.”
More people than ever are reaching 
out for financial advice at this time. 
“I tell my clients to think of their 
family as a business,” says Berger. 
“They are the CEO and we serve as 
the CFO, here to help you execute 
your plans. Things change all the 
time. Whether it’s a new career, 
retirement, or another significant life 
event people are emotional about 
their money. We are here to offer 
independent, third-party counsel and 
make sure decisions are made with 
the proper long term perspective.”
Oxford Harriman provides 
comprehensive wealth management 
services customized to your needs.


Stephanie Angelyn Casola | Sponsored by Oxford Harriman & Co.

— ADVERTORIAL —

Oxford Harriman & Co.
New address as of Oct. 1, 2020:
2550 S. Telegraph Road, Suite 114 
Bloomfield Hills, MI 48302

Albert Berger | 248.731.7596
Michael P. Finkelstein | 248.385.5933
David Gallina | 248.952.5208

OxfordHarriman.com

Investment products and services are 
offered through Wells Fargo Advisors 
Financial Network, LLC (WFAFN), 
Member SIPC. Oxford Harriman & Co. 
is a separate entity from WFAFN.

FACING PAGE IS SPONSORED CONTENT