Oxford Advisory Group of Orlando

Oxford Advisory Group of Orlando is a financial planner in Orlando, FL. The firm advises high net worth clients on navigating the complexities of wealth, focusing on tax-efficient strategies, estate planning, and maximizing Social Security. Services include retirement planning, investment planning, corporate executive planning, business owner financial planning, and tax preparation advice. The team helps clients with asset allocation, life insurance, annuities, and navigating complex tax situations including retirement withdrawals and charitable contributions. They serve high net worth individuals, corporate executives, and entrepreneurs. The business holds a rating of 4.90 based on customer reviews.

Co-Founders Christopher J. Dixon and Samuel J. Dixon lead the practice. Christopher Dixon holds the RFC designation and a Bachelor of Science in Political Science Honors, with additional study at Harvard Business School. He focuses on tax-efficient strategies for retirees and advanced tax planning. Samuel Dixon is a Managing Partner holding the RFC and CF2 designations. He specializes in retirement, IRA, and 401(k) planning. Samuel holds insurance licenses in Florida and FL and passed the Series 65 securities exam. He graduated from Florida State University’s College of Business.

The firm’s approach involves creating customized financial strategies using equities, bonds, cash, and property. They assist with goal setting, resource allocation, and profit growth strategies for business owners. The team helps clients navigate complex tax situations, including retirement withdrawals, estate inheritance, and charitable contributions. They also support business owners with goal setting, resource allocation, and profit growth strategies. The firm collaborates with the AdventHealth Foundation Central Florida Professional Advisory Network.

The business is recognized for its positive rating from customers. It has been acknowledged on the Inc. 5000 list for rapid growth. The firm is a proud sponsor of the Tampa Bay Lightning, Tampa Bay Rays, Florida State Athletics, University of Central Florida Athletics, and University of South Florida Athletics. Christopher Dixon is a board member of the AdventHealth Foundation.

Oxford Advisory Group of Orlando combines its founders’ expertise in tax strategy and retirement planning to help Orlando clients secure their financial futures.

The business is situated on North Orange Avenue, approximately a tenth of a mile from the Orange County Regional History Center and the Central Business District.

BizScoreAI awarded a perfect 100 out of 100 for Discoverability, which ensures AI crawlers can find every page of the website so assistants can recommend the business. The firm earned a strong 89 out of 100 for Technical score, confirming the site is secure and indexable for search engines. BizScoreAI also ranks the business number 3 of 18 Financial planner businesses in Orlando.

Services:

• Certified Retirement Financial Advisory
• Estate Planning
• Investment Planning Services
• Private Wealth Management
• Tax-Efficient Retirement Planning