PrivacyTerms
GIPHY Logo
oxfordadvisorygroup

Oxford Advisory Group

@oxfordadvisorygroup
Oxford Advisory Group is a private, family-owned retirement planning and wealth management firm headquartered in Orlando, Florida, with a presence in Sarasota, Jacksonville, Tampa, Mount Dora, and South Carolina. The firm operates as an independent Registered Investment Advisor (RIA) and focuses on helping high-net-worth pre-retirees and retirees prepare for retirement through structured financial planning. Its work includes retirement income planning, tax-efficient strategies, estate planning considerations, Social Security maximization, required minimum distribution planning, and overall wealth management designed to help clients avoid common financial challenges such as excessive taxes during retirement. The firm was founded in 2019 by brothers Christopher and Samuel Dixon. Their decision to establish the company was shaped by personal family experiences with poor financial and tax guidance that led to damaging retirement outcomes. Those experiences influenced their focus on education and tax planning strategies. Since its founding, the firm has worked to help individuals and families better understand their financial decisions and prepare for retirement with greater clarity. Oxford Advisory Group in Florida has received recognition for its growth and client-focused approach. In 2024, the firm was named to Inc.’s 5000 list of America’s fastest-growing private companies, reflecting revenue growth between 2021 and 2023. In 2025, the Orlando Business Journal recognized the company as one of Orlando’s Best Places to Work. That same year, the firm also received Central Florida’s Favorite awards for Best Financial Advisor and Best Wealth Management Firm. In early 2026, Oxford Advisory Group celebrated the ribbon-cutting and grand opening of its expanded office in Mount Dora, Florida. Christopher J. Dixon, RFC, serves as Managing Partner and Growth and Education Manager. He leads the company’s vision and business strategy and focuses on tax-efficient strategies for retirees and advanced tax planning. Chris regularly speaks at Oxford Advisory Group seminars on Taxes in Retirement and Social Security. He also trains financial advisors from across the country on retirement tax strategies. Chris co-hosts the program Reinventing Retirement on ABC 10, NBC 8, and Fox 13, and the radio program Reinventing Retirement on WFLA 93.1. He earned a Bachelor of Science in Political Science with Honors from Florida State University. He later studied at Harvard Business School, where he received a certificate in Sustainable Business Strategy. Samuel J. Dixon, RFC, CF2, serves as Managing Partner and works with clients to develop financial strategies that support retirement goals. His work focuses on risk management and insurance within wealth management and financial planning. Sam regularly presents educational sessions on taxes in retirement, building reliable retirement plans, and navigating estate planning topics. His writing has appeared in publications including Kiplinger Financial, Newsmax, and The Street. In 2025 and 2026, the Orlando Business Journal recognized him as part of its Top 40 Under 40 list, highlighting rising leaders in Central Florida. Sam passed the Series 65 securities exam, holds insurance licenses in Florida and South Carolina, and earned his degree from the College of Business at Florida State University. Chris and Sam are co-authors of the 2024 Amazon number one bestseller, The Little Book of Total Tax-Free Investing: How I Help the Wealthy Lower Their Taxes. Outlets including The World Financial Review, Economic Insider, Benzinga, MSN, FOX, and Inc. 5000 have featured their insights and financial perspectives.
Read More ▾
Source
Report
Embed
Info
oxfordadvisorygroup giphygifmaker GIF
Try our App