Oxford Advisory Group
Oxford Advisory Group
Retirement Planning and Wealth Management Firm
Headquartered in Orlando, Florida, with offices also serving Sarasota, Jacksonville, Tampa, Mount Dora, and South Carolina, Oxford Advisory Group operates as a private, family-owned retirement planning and wealth management firm. As an independent Registered Investment Advisor, the firm supports high-net-worth pre-retirees and retirees who are seeking organized financial guidance as they approach retirement. Its work focuses on retirement income planning, estate planning, Social Security strategies, required minimum distribution planning, and tax-aware financial approaches that help individuals navigate their wealth while working to reduce unnecessary tax burdens in retirement.
Founded in 2019, Oxford Advisory Group was created by two brothers who were influenced by difficult financial experiences within their own family. They had seen how poor financial and tax advice could harm retirement outcomes, which motivated them to build a firm that emphasizes education and tax-efficient strategies. Their mission became helping individuals and families better understand financial planning so they can approach retirement with greater clarity and avoid mistakes that may result from limited financial guidance.
Over a short period of time, Oxford Advisory Group Florida began receiving recognition for both its growth and its focus on serving clients carefully. In 2024, the firm was included on a national list that highlights the fastest-growing private companies in the United States, reflecting revenue growth between 2021 and 2023. In 2025, it was also recognized regionally as one of Orlando’s Best Places to Work and received community awards in Central Florida 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 event represented an important milestone in the firm’s continued development. By expanding its office space, the organization aimed to strengthen its ability to support individuals and families across the region who are seeking thoughtful retirement planning and long-term financial guidance.
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 guiding the firm’s long-term vision and business strategy, particularly in areas related to tax-efficient retirement planning and advanced tax strategies. He regularly speaks at educational seminars that discuss retirement taxes and Social Security strategies. In addition, he trains financial professionals from across the country on tax strategies designed for retirees and co-hosts the program “Reinventing Retirement,” which appears on regional television networks and a radio station.
He earned a Bachelor of Science degree in Political Science with honors from a major university in Florida. He later continued his education through studies at a respected business school, where he completed a certificate program focused on sustainable business strategy. His education and professional activities reflect a commitment to helping individuals understand financial planning decisions connected with retirement.
Samuel J. Dixon, RFC, CF2, Managing Partner
Working with clients through Oxford Advisory Group Florida, he focuses on helping individuals build thoughtful financial strategies designed to support retirement goals. His work emphasizes risk management and insurance planning within a broader wealth management framework. He regularly presents educational discussions about retirement taxes, building reliable retirement income strategies, and understanding estate planning considerations while also contributing written insights to financial publications.
He was recognized in a regional business publication’s “Top 40 Under 40” list for both 2025 and 2026, acknowledging emerging leadership in Central Florida. He passed the Series 65 securities exam and holds insurance licenses in Florida and South Carolina. He also earned his degree through the College of Business at a major university in Florida.
Co-Authors, Media Recognition
Through their work connected with Oxford Advisory Group, the two founders collaborated on the 2024 Amazon number one bestselling book titled The Little Book of Total Tax-Free Investing: How I Help the Wealthy Lower Their Taxes. The publication gained recognition in categories including risk management, personal taxes, and small business topics, highlighting their experience in financial planning and tax strategies.
Their professional insights have also received attention from several media outlets and financial publications that cover business and economic issues. Their perspectives on retirement planning and tax strategy have been shared across multiple media platforms that discuss financial education, investment planning, and economic developments.
Oxford Advisory Group’s Services
The advisory team at Oxford Advisory Group works with business owners and entrepreneurs who seek guidance in financial and tax planning connected to their ventures and long-term financial goals. The firm also provides corporate executive planning that helps senior leaders organize financial assets in ways that support wealth preservation and retirement planning while addressing financial complexities that often accompany leadership roles and higher incomes.
Estate planning services help individuals and families organize and protect assets so they can be distributed according to personal wishes. This process includes addressing legal and financial matters such as property ownership, beneficiary designations, and marital deductions while creating a structured approach for transferring wealth to heirs or charitable causes.
Investment planning services help clients identify financial goals and develop strategies designed to pursue them. Advisors evaluate each client’s financial situation and create diversified approaches intended to align investments with long-term priorities such as wealth growth, income generation, or retirement security.
Tax and advisory services focus on helping clients understand tax responsibilities while identifying strategies that may improve overall tax efficiency. Advisors work with individuals on matters such as retirement withdrawals, investment income, and complex financial situations that may involve 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 Florida offers complimentary seminars that address common financial questions faced by individuals and families preparing for retirement. These sessions cover topics such as maximizing Social Security benefits, understanding taxes in retirement, estate planning basics, strategies for 401(k) and IRA accounts, and required minimum distribution planning. The purpose of these seminars is to provide helpful information so participants can better understand financial decisions connected with retirement.
Community Involvement: Making A Difference
Community involvement remains an important part of the firm’s outreach, and Oxford Advisory Group collaborates with a nonprofit healthcare foundation that works to support the well-being of local communities. The foundation focuses on addressing unmet healthcare needs and strengthening programs that help improve community health, and one of the founders serves on the nonprofit’s board.
The organization also supports community sports through sponsorships connected with several university athletic programs in Florida. Through these partnerships, the firm contributes to local engagement while supporting activities that encourage community participation through athletics and education.
Learn more:
Christopher J. Dixon and Sam Dixon: Oxford Advisory Group
Oxford Advisory Group on Using Trusts and Charitable Giving to Protect Assets and Build a Legacy
Oxford Advisory Group: Creating Sustainable Retirement Income