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INTENTION

Oxford Advisory Group advises high net worth clients on planning for and living with the complexities that come with wealth. We specialize in tax efficient strategies, estate planning and maximizing social security.

Inc. 5000 list, produced every year since 1982, analyzes company data to recognize the fastest-growing privately held businesses in the United States.

 

The list represents a unique look at the most successful companies within the American economy's most dynamic segment-its independent small businesses. Intuit, Zappos, Under Armour, Microsoft, Patagonia, and many other well-known names gained their first national exposure as honorees on the Inc. 5000.

IN THE MEDIA

Oxford Advisory Group takes pride in being acknowledged by various media outlets for our financial services, insights, and experience. we invite you to explore our most recent media coverage and appearances.

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TOTAL Tax-Free

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Navigating through the complexities of tax and income can be a daunting task for many. Unlock strategies that can equip you to preserve more of your hard-earned money. Request your copy today, and empower your financial journey with knowledge and foresight.

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Proud Partner of Florida State Athletics

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Discover how we help individuals and families achieve their ideal retirements.

We are proud to be part of AdventHealth Foundation Central Florida’s Professional Advisory Network. We collaborate with AdventHealth to ensure your charitable needs are met. Philanthropy not only offers unique benefits to your portfolio, but it also is a passion of ours at Oxford Advisory Group to support our community’s health and well-being through giving back.

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