Headquartered in Orlando, Florida, with additional presence in 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 organization focuses on assisting high-net-worth pre-retirees and retirees seeking thoughtful financial guidance. Its services include retirement income planning, estate planning, Social Security strategy guidance, required minimum distribution planning, and tax-aware financial planning to help individuals navigate retirement while avoiding common financial challenges, such as unnecessary tax exposure.

Founded in 2019, Oxford Advisory Group was created by two brothers whose motivation came from personal family experiences with poor financial and tax advice. Witnessing the negative impact that incorrect guidance can have on retirement outcomes influenced them to establish a firm that emphasizes financial education and tax-conscious planning. Their goal was to help individuals and families approach retirement with greater awareness and preparation, allowing them to make better financial decisions with confidence.

Within a few years of its establishment, Oxford Advisory Group Florida gained recognition for its growth and dedication to serving clients. In 2024, the firm appeared on a nationally recognized list of the fastest-growing private companies in the United States, reflecting strong revenue growth between 2021 and 2023. The following year, it was also named among Orlando’s Best Places to Work. It received regional recognition in Central Florida through community awards related to 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. This milestone reflected the firm’s continued development and its commitment to improving service for individuals and families across the region. By expanding its presence, the organization aimed to make retirement planning and financial guidance more accessible to 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 vision and overall business strategy, with a strong emphasis on tax-efficient planning for retirees and advanced tax strategies. He frequently presents educational seminars on topics such as retirement taxes and Social Security planning. In addition to speaking engagements, he trains financial professionals nationwide on retirement tax strategies. He co-hosts the program “Reinventing Retirement,” which airs on regional television stations and a radio platform.

He earned a Bachelor of Science degree in Political Science with honors from a well-known university in Florida. He later pursued further education at a respected business school, completing a certificate program in sustainable business strategy. Through both education and professional activities, he has remained committed to promoting financial understanding related to retirement planning.

Samuel J. Dixon, RFC, CF2, Managing Partner

Working with clients through Oxford Advisory Group Florida, he focuses on helping individuals pursue retirement goals through well-structured financial strategies. His professional work emphasizes risk management and insurance considerations within broader wealth management planning. He regularly delivers educational presentations on retirement taxation, dependable retirement income planning, and estate planning considerations, and contributes written insights to financial publications.

He was recognized in a regional business publication’s “Top 40 Under 40” list for 2025 and 2026, highlighting emerging leadership in Central Florida. He passed the Series 65 securities examination and holds insurance licenses in Florida and South Carolina. He 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 publication gained recognition across categories such as risk management, personal taxes, and small business topics, reflecting its expertise in financial planning and tax-related strategies.

Their financial services experience and perspectives have also drawn attention from several media outlets and publications focused on business and economic topics. Their insights related to retirement planning and tax strategies have been referenced across multiple media platforms discussing financial education and investment planning.

Oxford Advisory Group’s Services

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

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

Investment planning services help clients identify financial goals and build strategies designed to pursue them. Advisors evaluate each client’s financial situation and develop 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 their tax responsibilities and explore 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 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 seminars is to provide participants with useful knowledge to understand important financial decisions better.

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 dedicated to improving community health and well-being. The foundation focuses on addressing gaps in healthcare needs and strengthening services that benefit the public. 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 while supporting educational and athletic activities throughout the region.

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

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

Retirement Location, Location, Location: Can Florida Be Beaten?