Oxford Advisory Group

Retirement Planning and Wealth Management Firm

Headquartered in Orlando, Florida, with offices serving Sarasota, Jacksonville, Tampa, Mount Dora, and parts of 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 works with high-net-worth pre-retirees and retirees who want structured financial guidance. Its approach focuses on retirement income planning, estate planning, Social Security strategies, required minimum distribution planning, and tax-aware financial strategies designed to help individuals manage wealth while reducing the risk of unnecessary taxes during retirement.

Established in 2019, Oxford Advisory Group Florida was founded by two brothers who were motivated by personal family experiences with poor financial and tax advice that led to difficult retirement outcomes. That experience shaped the firm’s purpose and encouraged it to build a company focused on financial education and tax-efficient planning. Their goal became helping individuals approach retirement with better knowledge and clearer strategies so they can avoid the mistakes that often occur when financial decisions are made without careful planning.

Within only a few years, Oxford Advisory Group gained recognition for both its growth and its client-focused approach. In 2024, the firm appeared on a national list of the fastest-growing private companies in the United States, reflecting strong revenue growth from 2021 to 2023. The following year, it was also recognized regionally as one of Orlando’s Best Places to Work and received community awards in Central Florida for financial advisory and wealth management services.

Earlier in 2026, Oxford Advisory Group Florida celebrated the ribbon-cutting and grand opening of its newly expanded office in Mount Dora, Florida. The opening represented an important step in the firm’s continued development and reflected its efforts to serve individuals and families in the region better. By expanding its office presence, the organization aimed to strengthen 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, guiding the firm’s overall vision and strategy, particularly in tax-efficient retirement planning and advanced tax considerations. He regularly speaks at educational seminars on topics such as retirement taxes and Social Security strategies. In addition, he trains financial professionals from across the country in retirement tax planning. He co-hosts the program “Reinventing Retirement,” which airs on regional television channels 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 studies at a well-known business school, where he completed a certificate program in sustainable business strategy. Through his education and professional work, he has focused on helping individuals understand the importance of planning for retirement while considering the tax impact of financial decisions.

Samuel J. Dixon, RFC, CF2, Managing Partner

Working with clients through Oxford Advisory Group Florida, he helps individuals develop financial strategies designed to support long-term retirement goals. His focus includes risk management and insurance planning within broader wealth management strategies. He frequently presents educational discussions about taxes in retirement, building dependable retirement income plans, and understanding estate planning considerations. In addition, he contributes written insights to financial publications on personal finance and retirement planning.

He was recognized on the “Top 40 Under 40” lists of regional business publications for 2025 and 2026, highlighting emerging leadership in Central Florida. He has 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 well-known university in Florida.

Co-Authors, Media Recognition

Through their 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' expertise in financial planning and tax strategies.

Their professional insights and experience have also attracted attention from various media outlets and financial publications. Coverage and mentions have appeared on platforms focused on business, economic discussion, and financial education, where their perspectives on retirement planning and tax strategy have been shared with wider audiences.

Oxford Advisory Group’s Services

The advisory team at Oxford Advisory Group Florida works with business owners and entrepreneurs who want guidance on financial and tax planning for their ventures and long-term financial direction. The firm also offers corporate executive planning to help senior leaders organize and manage their financial assets to support long-term wealth preservation and retirement goals while addressing the financial complexity often associated with leadership roles and higher income levels.

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

Investment planning services are designed to help clients identify financial goals and build strategies that support them over time. Advisors review each client’s financial situation and create diversified investment plans that align with long-term priorities such as wealth growth, income generation, or retirement security.

The firm’s tax and advisory services help clients better understand their tax responsibilities and explore strategies to improve overall tax efficiency. Advisors work with individuals on matters such as retirement withdrawals, investment income, and financial situations involving inheritances, gifts, or charitable contributions so clients can make informed decisions throughout the year.

Complimentary Seminars

To support financial education in the community, Oxford Advisory Group Florida offers complimentary seminars that address common financial questions individuals and families face. These educational sessions include topics such as maximizing Social Security benefits, taxes in retirement, estate planning basics, strategies for 401(k) and IRA accounts, and required minimum distribution planning. The goal of these programs is to provide participants with the knowledge needed to understand key financial decisions in retirement planning better.

Community Involvement: Making A Difference

Community involvement remains an important part of the organization’s efforts, and Oxford Advisory Group collaborates with a nonprofit healthcare foundation that supports community health and well-being. The foundation focuses on addressing unmet healthcare needs and strengthening services that benefit local communities, and one of the founders serves on the nonprofit’s board to contribute to these efforts.

The firm also supports community athletics through sponsorships connected with several university sports programs in Florida. Through these partnerships, the organization participates in local initiatives that encourage community engagement and support activities that bring people together through education and sports.

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

Chris Dixon Interview

Planning for Longer Retirements and Rising Healthcare Costs

Oxford Advisory Group: Creating Sustainable Retirement Income

Oxford Advisory Group on Using Trusts and Charitable Giving to Protect Assets and Build a Legacy