Oxford Advisory Group of Greenville

Oxford Advisory Group of Greenville is a financial planner in Greenville, SC. The firm advises high net worth clients on planning for and living with the complexities that come with wealth, focusing on tax-efficient strategies, estate planning, and maximizing social security. Services include investment planning, tax preparations and advice, corporate executive planning, and support for business owners and entrepreneurs. The team uses a variety of investments and insurance products to create strategies that address specific financial needs and concerns.

The firm holds a 5.00 rating based on four customer reviews. Oxford Advisory Group was recognized on the Inc. 5000 list of fastest-growing private companies in 2024, an honor awarded based on revenue performance for the years 2021 through 2023. The company also maintains a presence in media and radio, offering educational seminars and resources such as the blog "Retire Ready" and the book "Total Tax-Free."

The office is located at 33 Market Point Dr Suite 3017. It sits just off Woodruff Road, which is immediately adjacent to the property. The area is a short walk from several local landmarks, including the Shops at Greenridge shopping center, which is about 0.1 miles away. A UPS Store and Any Lab Test clinic are also within 0.1 miles of the suite. Further out, Golden Strip School of Music is located about 0.3 miles away, and the Big Air sports center is approximately 0.4 miles from the office.

Oxford Advisory Group of Greenville stands out in the local financial planning sector for its specific focus on high net worth individuals and its recent national recognition for growth. The firm combines detailed estate and tax strategies with a track record of serving complex financial situations.

Services:

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