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Oxford Advisory Group

Lakeland, Florida, United States

https://oxfordadvisorygroup.com/

Oxford Advisory Group is a private, family-owned retirement planning and wealth management firm headquartered in Orlando, Florida, with additional offices in Sarasota, Jacksonville, Tampa, Mount Dora, and South Carolina. Founded in 2019 by brothers Christopher J. Dixon and Samuel J. Dixon, the independent Registered Investment Advisor (RIA) focuses on helping high-net-worth individuals, pre-retirees, and retirees build tax-efficient financial strategies that support long-term financial security. The firm’s mission is to deliver tax-efficient retirement planning, wealth management, and financial education to help clients avoid common financial pitfalls, including excessive taxes in retirement. Oxford Advisory Group provides a comprehensive range of services, including retirement income planning, Social Security maximization, required minimum distribution (RMD) strategies, estate planning, investment planning, and advanced tax planning. The firm also supports business owners, entrepreneurs, and corporate executives with strategic financial planning designed to preserve and grow wealth. Oxford Advisory Group in Florida has gained recognition for its rapid growth and client-focused approach. The company was named to Inc.’s 5000 list of America’s fastest-growing private companies in 2024 and recognized as one of Orlando’s Best Places to Work in 2025 by the Orlando Business Journal. The firm has also received regional recognition for Best Financial Advisor and Best Wealth Management Firm in Central Florida. Through educational seminars, media appearances, and community partnerships, Oxford Advisory Group continues to expand its impact in the financial services and retirement planning industry. By combining personalized financial guidance with tax-efficient strategies, the firm aims to help individuals and families protect their assets, optimize retirement income, and achieve long-term financial confidence.

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