About Oxford Advisory Group

Headquartered in Orlando, Florida, with operations extending to Sarasota, Jacksonville, Tampa, Mount Dora, and South Carolina, Oxford Advisory Group is a private, family-owned retirement planning and wealth management firm. As an independent Registered Investment Advisor, the firm primarily works with high-net-worth pre-retirees and retirees seeking structured financial guidance Its services include retirement income planning, estate planning, Social Security strategy guidance, required minimum distribution planning, and tax-aware wealth management. The organization’s approach focuses on helping individuals better understand financial choices to reduce common retirement challenges, including excessive taxes

Founded in 2019, Oxford Advisory Group in Florida was created by two brothers whose personal family experiences shaped the firm’s purpose They had observed how poor financial and tax advice could lead to harmful retirement outcomes, which encouraged them

to establish a firm centered on education and tax-conscious planning Their goal became helping individuals and families gain a clearer understanding of financial decisions so they can prepare for retirement with greater awareness and confidence.

Within a short time, Oxford Advisory Group gained recognition for its growth and client-focused approach. In 2024, the firm was included on a nationally recognized list of the fastest-growing private companies in the United States, reflecting strong revenue growth from 2021 to 2023 In 2025, it was also named among Orlando’s Best Places to Work and received community recognition in Central Florida through awards related to financial advisory and wealth management services.

Earlier in 2026, Oxford Advisory Group celebrated the ribbon-cutting and grand opening of its expanded office in Mount Dora, Florida. The opening represented an important step in the firm’s continued development and its effort to strengthen service for individuals and families across the region Through this expansion, the organization aimed to improve access to retirement planning and financial guidance for those seeking long-term financial stability

About The Founders of Oxford Advisory Group, Florida

Christopher J. Dixon, RFC, Managing Partner and Growth and Education Manager

At Oxford Advisory Group, he serves as a managing partner responsible for shaping the firm’s long-term vision and strategic direction, with particular attention to tax-efficient planning for retirees and advanced tax strategies. He frequently presents educational seminars discussing retirement taxes and Social Security planning In addition, he trains financial professionals from around the country on tax strategies for retirees He co-hosts the program “Reinventing Retirement,” which airs on regional television and radio stations

He earned a Bachelor of Science degree in Political Science with honors from a major university in Florida He later pursued further studies at a respected business school, completing a certificate program focused on sustainable business strategy His academic background and professional efforts reflect a continued focus on helping individuals better understand retirement planning decisions

Samuel J. Dixon, RFC, CF2, Managing Partner

Working with clients through Oxford Advisory Group, he focuses on guiding individuals toward retirement goals through well-structured financial strategies His work emphasizes risk management and insurance planning within broader wealth management efforts. He regularly presents on tax issues in retirement, dependable retirement income planning, and estate planning considerations, and he also contributes articles to financial publications

He was recognized in a regional business publication’s “Top 40 Under 40” list for 2025 and 2026, highlighting leadership among professionals in Central Florida. He passed the Series 65 securities examination and holds insurance licenses in Florida and South Carolina. He also completed his degree through the College of Business at a major university in Florida

Co-Authors, Media Recognition

Through their professional work connected with Oxford Advisory Group, the two founders collaborated as co-authors of the 2024 Amazon number one bestselling book, The Little Book of Total Tax-Free Investing: How I Help the Wealthy Lower Their Taxes. The book gained recognition in categories such as risk management, personal taxes, and small business topics, reflecting its authors' experience in financial planning and tax strategies

Their professional insights have also attracted attention from several media outlets and financial publications that focus on business and economic topics Their perspectives on retirement planning and tax strategies have appeared across multiple media platforms discussing financial education and investment issues

Oxford Advisory Group’s Services

The advisory team at Oxford Advisory Group supports business owners and entrepreneurs seeking guidance on financial and tax planning for their ventures and long-term financial direction The firm also offers corporate executive planning designed to help senior leaders manage financial assets strategically, supporting wealth preservation and retirement goals while addressing the financial complexities that often accompany leadership roles and higher income levels.

Estate planning services help individuals and families organize and protect their assets so they can be distributed according to their wishes. This process involves addressing legal considerations such as property ownership, beneficiary designations, and marital deductions while creating a clear plan for transferring wealth to heirs or charitable causes

Investment planning services help clients identify financial goals and develop strategies intended to pursue them Advisors evaluate each client’s financial situation and build diversified investment strategies that align with long-term priorities such as wealth growth, income generation, or retirement security.

Tax and advisory services focus on helping clients understand their tax responsibilities and identify strategies to improve overall tax efficiency Advisors assist individuals with matters such as retirement withdrawals, investment income, and complex financial situations involving inheritances, gifts, or charitable contributions so clients can make informed financial decisions throughout the year

Complimentary Seminars

To support financial education within the community, Oxford Advisory Group offers complimentary seminars designed to address common financial questions faced by

individuals and families preparing for retirement These sessions include topics such as maximizing Social Security benefits, taxes in retirement, understanding estate planning, strategies for 401(k) and IRA accounts, and required minimum distribution planning. The goal of these seminars is to provide clear information that helps participants better understand retirement planning decisions

Community Involvement: Making A Difference

Community engagement remains an important part of the organization’s activities, and Oxford Advisory Group collaborates with a nonprofit healthcare foundation dedicated to supporting community health and well-being The foundation works to address gaps in healthcare needs and strengthen services that benefit the public, and one of the founders serves on the nonprofit’s board

The firm also supports community sports initiatives through sponsorships connected with several university athletic programs in Florida Through these partnerships, the organization participates in activities that encourage community involvement while supporting educational and athletic programs throughout the region.