It’s 2008 and the stock market is going through a historic crash. What a time to quit your job and start financial services business. That is what being a visionary is all about. So Ted Jenkin and Kile Lewis had a dream. What if there was a company built to give financial advice to the X & Y generations. Wrap an O to XYGen and there you have it . . . oXYGen Financial was born!
Everyone said we were crazy. These generations have no money. These generations want to use a computer and not a live financial advisor. These generations aren’t brand loyal. Well we are here to tell you that nothing can be further from the truth. These generations are so stressed out from work and so busy in their lives, that they need and want financial advice more than the past couple of generations. So, we dumped the financial advisor term and created a new role back in 2008 called the Private CFO®. A person who could help clients make important day to day financial decisions, oversee the entire household family financial situation, and give strategic advice just like a CFO in a real company would.
We built a model different than other companies. Clients could hire us from the get go and pay a monthly fee for us to build them a personal financial dashboard. Clients wanted a company that didn’t represent any product companies, but rather the best interests of their family. Clients wanted an organization that could provide a high tech high touch relationship and break down the walls of the pretentiousness of highfalutin firms. Client wanted an easy place to do business. We learned that our model was so powerful that more than just the X & Y generations wanted our services and boomers and retirees alike now flock to oXYGen Financial even though we are best in class with the X & Y generations.
After being quoted in over 75 publications, writing regularly for the Wall Street Journal, CNN Headline News and CNBC, oXYGen Financial has established itself as a leader in the financial services industry. In a recent survey, we were ranked the #1 most recognizable independent financial services brand in Atlanta. Amidst all of this, we stay humble and true to our core mission. We help our clients breathe easier® about life. Period. End of story. If you haven’t experienced the oXYGen Financial difference, maybe it is time to tell us your financial story now that we have shared ours. More than 4,000 clients have made the change and now it’s your turn.