Oxford Financial Group Appoints Jason Gust as New Managing Director in Grand Rapids

Oxford Financial Group Strengthens Its Grand Rapids Team

CARMEL, Ind., August 5, 2026 - Oxford Financial Group, Ltd., recognized as one of the country’s leading independent Registered Investment Advisory (RIA) firms, has announced the appointment of Jason M. Gust, CPA, MST, as Managing Director and Family Office Fellow in its Grand Rapids, Michigan office. This strategic move is designed to enhance the firm’s commitment to the West Michigan market, providing sophisticated family office services to ultra-high-net-worth families, multigenerational trusts, and local business owners.

Jason Gust brings with him a wealth of experience in tax planning and family office services, which are crucial for managing the intricate needs of affluent families and businesses. In his new role, he will lead Oxford's most complex client relationships, focusing on key areas such as tax and estate planning, wealth preservation, asset protection, and capital deployment strategies. His holistic approach will help families navigate the complexities of generational wealth management, liquidity challenges, and long-term strategic planning, addressing needs across various disciplines, including insurance, philanthropy, and trust administration.

"Jason's extensive background makes him an ideal fit for the kind of families we serve at Oxford," said Jeffrey H. Thomasson, MBA, CFP®, CEO and Managing Director of Oxford Financial Group, Ltd. “His hands-on experience with family offices provides him with a unique perspective on the coordination and care these families need in managing their complex financial situations."

Before joining Oxford, Gust was the Director of Finance at VA Enterprises LLC in Grand Rapids, where he oversaw tax strategy, treasury functions, and wealth operations for a single-family office catering to ultra-high-net-worth individuals. His previous roles included serving as Controller at Buttonwood Capital Management LLC, where he managed accounting and compliance for intricate multi-entity family structures. Gust's foundational experiences also include working in public accounting at reputable firms like Plante Moran PLLC and Crowe LLP, where he focused on flow-through and real estate taxation.

Academically, Jason holds a Bachelor of Science degree in Business Administration and Accounting, graduating magna cum laude, from Aquinas College. He furthered his education with a Master of Science in Taxation from Grand Valley State University. Additionally, he is a Certified Public Accountant (CPA), underlining his commitment to professional excellence in financial services.

The appointment of Jason Gust is part of Oxford Financial Group’s broader effort to expand its service capabilities and enhance the quality of service offered to its clients. With over 45 years of experience in multigenerational estate planning and investment solutions, Oxford has amassed a reputation for delivering bespoke services tailored to the unique needs of families and institutions across the nation.

As Oxford Financial Group continues to grow, they remain committed to providing personalized advice and comprehensive solutions, solidifying their position as a leader in the financial services industry. For those interested in learning more about Oxford Financial and its offerings in Grand Rapids, more information can be found on their official website: www.ofgltd.com.

In conclusion, Jason Gust’s addition to the Grand Rapids team marks a significant step for Oxford Financial Group, ensuring they can continue to meet the sophisticated demands of their clientele, while reinforcing their commitment to the West Michigan community.

About Oxford Financial Group, Ltd.

Oxford Financial Group, Ltd.™ is one of the largest independent RIA firms in the United States, managing over $38 billion in assets under advisement. With a network of 25 Managing Directors across seven market offices, Oxford serves family and institutional clients nationwide. The firm specializes in strategies that cater to the unique needs of high-net-worth clients, adding depth to their team with experts in various fields. For more information about career opportunities or to learn more about their advisory services, visit www.ofgltd.com.