Headquartered in Orlando, Florida, with a presence in 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 organization focuses on supporting high-net-worth pre-retirees and retirees seeking thoughtful financial guidance. Its services include retirement income planning, estate planning, Social Security strategies, required minimum distribution planning, and tax-conscious wealth guidance to help individuals navigate financial decisions and avoid common retirement challenges, including unnecessary tax burdens.
Founded in 2019, Oxford Advisory Group was established by two brothers whose personal experiences influenced the firm's creation. After witnessing how poor financial and tax advice could lead to damaging retirement outcomes, they decided to build an organization that emphasizes financial education and tax-efficient planning. Their goal became helping individuals and families better understand retirement decisions so they can approach the future with greater preparation and confidence.
In only a few years, Oxford Advisory Group received recognition for its growth and its commitment to serving clients. In 2024, the firm was included 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 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 celebrated the ribbon-cutting and grand opening of its newly expanded office in Mount Dora, Florida. The opening marked an important step in the firm’s continued development and its effort to strengthen service for individuals and families throughout the region. The expanded location reflects the organization’s intention to improve accessibility 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 guiding the firm’s vision and business strategy, with particular focus on tax-efficient strategies for retirees and advanced tax planning. He regularly speaks at educational seminars covering retirement taxes and Social Security planning, and he also trains financial professionals from across the country on retirement tax strategies. In addition, he co-hosts the program “Reinventing Retirement,” which airs on regional television and radio networks.
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 respected business school, completing a certificate program in sustainable business strategy. Through both education and professional activity, he has remained focused on helping individuals better understand financial decisions connected to retirement planning.
Samuel J. Dixon, RFC, CF2, Managing Partner
Working with clients through Oxford Advisory Group, he focuses on helping individuals pursue retirement goals through carefully structured financial strategies. His professional focus is on risk management and insurance considerations in wealth management planning. He regularly presents on tax issues in retirement, building dependable retirement income plans, and understanding 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 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 earned 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 ranked in categories such as risk management, personal taxes, and small business topics, reflecting its expertise in financial planning and tax strategies.
Their professional insights have also been featured in several media outlets and financial publications covering business and economic topics. Their experience and commentary on retirement planning and tax strategies have appeared across various media platforms focused on financial education and investment discussions.
Oxford Advisory Group’s Services
The advisory team at Oxford Advisory Group works with business owners and entrepreneurs who seek 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 long-term wealth preservation and retirement goals while addressing the financial complexities often associated with leadership roles and higher income levels.
Estate planning services aim to help individuals and families organize and protect their assets so they can be distributed according to their wishes. This process includes addressing legal and financial considerations such as property ownership, marital deductions, and beneficiary designations 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 review each client’s financial situation and build diversified investment strategies that align with long-term objectives such as wealth growth, income needs, 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 financial situations involving inheritances, gifts, or charitable contributions so clients can make informed financial decisions throughout the year.
Complimentary Seminars
To promote financial education within the community, Oxford Advisory Group provides complimentary seminars that address common financial concerns 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 programs is to provide helpful information so participants can better understand financial decisions related to retirement planning.
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 improving community health and well-being. The foundation focuses on addressing unmet healthcare needs and strengthening programs that support the public, and one of the founders serves on the nonprofit’s board to contribute to its mission.
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 involvement while supporting educational and athletic activities throughout the region.
