The 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 Advisorsa financial advisory firm focusing on retirement income planning and wealth management, today announced a strategic partnership with San Diego-based wealth management group And connecting women to wealthUnder the leadership of Deb Sims.
This collaboration expands Oxford Retirement Advisors’ national footprint, while strengthening its ability to coordinate integrated estate planning, retirement structuring and provide 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, which is contributing to the growing 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 positions the firm to serve clients across the country.
“I have worked with Deb on numerous client contracts over the 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 on a deeply client-focused philosophy, and we are pleased to welcome this accomplished mother-daughter team to our extended family as we enhance 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 are thrilled to partner with Oxford Retirement Advisors,” said Deb SimsIncorporating Women into Estate Management Group Principals and Wealth. “The combination of our resources and experience creates meaningful benefits for our clients. I have worked with Clint for more than 25 years, and this collaboration allows us to build on a professional relationship that has developed over that time.”