LPL Financial
47yrs
Top advisor by experience in Grand Rapids
1yr
Tania DeVries is a fiduciary financial advisor in Grand Rapids, Michigan, with 1 year in the industry. Tania joined Oxford Financial Group in 2025, a firm offering financial planning, investment management, and private fund management. Oxford Financial Group reports being paid through a percentage of assets and flat fees.
One of 1010 advisors with offices in Grand Rapids, and one of 941 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office85 Campau Avenue Northwest Suite 200, Grand Rapids, MI 49503
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$23.6 million
Advisors at the firm51
States licensed ?1 state
Services through Oxford Financial Group
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Apr 2025 – nowOxford Financial Group, LTDCurrent firm
Contact Tania
(317) 843-5678Firm headquarters in Carmel, IN. Ask for Tania. 85 Campau Avenue Northwest Suite 200Grand Rapids, MI 49503Office · Get directions LinkedIn pageOxford Financial Group
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Questions to ask Tania
Tailored to Tania’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Tania
How do I contact Tania?
Call Oxford Financial Group at (317) 843-5678 and ask for Tania DeVries. Tania works from the Grand Rapids, MI office.
How long has Tania been a financial advisor?
Tania has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Tania hold?
Series 65. Tap any license on this page to see what it allows.
Is Tania a fiduciary?
Tania is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Tania paid?
Oxford Financial Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Tania for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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