Financial Planner

RETIRE WITH
INTENTION

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

Certified Retirement Financial Advisors

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.

Inc. 5000 Fastest-growing private companies was awarded to Oxford in 2024 based on revenue for years 2021,2022 and 2023.  Oxford has paid for promotional materials. 
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

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

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Amazon's #1 Best Seller status was reached on September 6th, 2024 for categories: Financial Risk Management, Personal Taxes, and Small Business Taxes, and the book remained a #1 New Release through September 25th of 2024.

Complimentary Retirement Resources

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Proud Sponsor of Florida State Athletics, University of Central Florida Athletics, and University of South Florida Athletics
*FSU Athletics, USF Athletics, and UCF Athletics are not current clients of Oxford, Oxford has a paid sponsorship with Florida State Athletics, University of Central Florida Athletics, and the University of South Florida Athletics

Get to Know

Our Team

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

Tax Planning

Retirement Planning

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Financial Advisor

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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Retirement Planner