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At oXYGen Financial our vision is to provide you with a modern day family office for the X & Y Generations. Our mission is to help our clients Breathe Easier® about life.
oXYGen Financial Inc. Hires 3
New Financial Advisers
Why Join oXYGen Financial?
Check Out Our Latest Radio Show
Visit Our Nationally Recognized Blog
The Hard Truth About Taxes (video)
Tour Our Headquaters - Click Here
Contact Brandon Hayes at
678-551-7942 or bhayes@oxygenfinancial.net
to learn more today!
www.oxygenfinancial.net/careers
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oXYGen Financial Makes The Cover Of Investment News
While most advisers make little effort to cultivate so-called Generations X and Y — those between 25 and 50 — co-chief executives Ted Jenkin and Kile Lewis go after them with gusto.
The two financial advisers are intent on making the advising process fun for clients, so they created a unique lobby that includes an oxygen bar and a front-desk refrigerator for beverages.
They use YouTube and other videos to introduce the firm to prospective clients and to offer financial tips. The firm also employs social media, an unconventional sales approach and a high-volume, low-cost financial model to create what Mr. Jenkin calls a modern-day family office practice appealing to a neglected market segment.
“The Generation X and Yers are underserved because advisers think they have no money, which is untrue,” said the 42-year-old Mr. Jenkin, who noted that the segment is different from boomers and older investors.
“The X and Y generations are very busy and constantly in a state of flux,” he said. “The convenience and ease of getting all their products and services under one roof is valuable to them.”
The company offers its clients a range of planning services — investment, tax, legal and bookkeeping — with basic advising offered at $75 a month.
Located in Alpharetta, Ga., outside Atlanta, oXYGen has attracted 1,400 clients and $175 million in assets in three and a half years. Its average account size is about $230,000.
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