Find Your Financial Advisor and Investment Planning Professional
How is Oxford Advisory Group Different?
At Oxford Advisory Group, we aim to help all of our clients feel confident in their financial future. We believe everyone should be able to enjoy their retirement with the lifestyle that they have worked so hard for. By focusing on retirement challenges such as Taxes, Estate Plans, Social Security, and Required Minimum Distributions, we are able to support retirement plans aimed at success.
Answering Retirees' Common Questions, such as:
Do I have enough to retire?
Will my savings last through retirement?
How do I minimize taxes in retirement?
Can I secure my income while still seeing growth?
Why do I need a Financial Advisor?
Navigating the complexities of retirement can be daunting, especially when balancing short-term needs with long-term goals. Oxford Advisory Group offers tailored guidance to help you make better-informed decisions, drawing on its experience in wealth management, retirement planning, tax strategies, estate plans, and investment strategies.
Their team aims to provide clarity by analyzing your unique financial situation, identifying opportunities, and addressing potential risks. They aim to help you develop a comprehensive plan that aligns with your aspirations, whether it’s minimizing taxes, navigating Required Minimum Distributions, preparing your Estate, or managing investments. An advisor may help you stay better informed in an ever-changing financial landscape.
Meet Our Founders
Samuel J. Dixon started his business journey at Florida State University, where he went on to achieve a Bachelor’s degree in risk management and insurance with a focus on wealth management and financial planning. He’s also passed a series 65 securities exam while also holding an insurance license in Florida and South Carolina.
Christopher J. Dixon is a registered financial consultant who is passionate about helping retirees create and meet their desired financial goals long term. Christopher graduated from Utah State University, and he also currently holds an insurance license in Florida and South Carolina.
Samuel and Christopher work directly with clients at each of the Oxford locations. They have also hired and personally trained a large team of professionals like themselves. Their goal is to ensure a high level of care and attention is given to every family that comes through the doors at any Oxford Advisory Group location.
How Can a Financial Advisor Help Prepare Me for the Future?
Financial advisors are individuals who create, strategize and implement a road map for individuals who wish to relieve the stress of their financial future and retirement by diversifying their income and using services intended to support the lifestyle they want when preparing for retirement.
They do this by doing the following:
Assess your current financial standings: Our advisors will ask you a number of questions to understand your income, family, and goals.
Goals: They’ll ask questions like, what age would you like to retire? Do you have goals for your estate? How do you plan on navigating taxes?
Create a Roadmap: They’ll help you set up a road map to follow, showing what strategies you may consider to reach your desired retirement and estate goals.
Can a financial advisor help me reduce my taxes?
One of the main focuses of financial planning is helping our clients understand how to look for ways to manage taxes while working toward their income and savings goals.
Ready to Take The Next Step?
For more information about any of the products and services we offer, schedule a meeting today or register to attend a seminar.
Oxford Advisory Group Offices Across Florida
Oxford Advisory Group has ten offices in Florida, from Jacksonville in the northeast to Venice on the Gulf Coast. Each location can be a place to talk through retirement income, Social Security timing, tax-aware withdrawals, IRA and 401(k) rollovers, and estate planning with a financial professional. Choose the office closest to you below for its address, phone number, and directions.
Oxford Wealth Group, LLC is a federally registered investment adviser. Oxford Advisory Group and Oxford Wealth Group, LLC are affiliated yet separate companies.
Central Florida
Our Central Florida offices serve Orange, Lake, and Polk counties, from downtown Orlando to the lakes around Clermont and Mount Dora and east along I-4 to Lakeland. Conversations here often start with retirement income timing, workplace plan rollovers, and how to coordinate Social Security with savings.
Tampa Bay & Nature Coast
The Tampa, St. Petersburg, and Spring Hill offices cover Hillsborough, Pinellas, and Hernando counties. Spring Hill has its own local number, (813) 405-8372; the other offices use the main line. Retirees in this area may want to talk through required minimum distributions, estate documents, and long-term care costs.
Southwest Florida
Sarasota and Venice serve Sarasota County and nearby Manatee and Charlotte communities. Seasonal residents may want to review Florida domicile steps with a tax or legal professional, alongside questions about Medicare, withdrawals, and beneficiary designations.
Northeast Florida
The Jacksonville office in Bartram Park serves Duval and St. Johns counties and is open Monday through Thursday, 9 am to 5 pm, and Friday, 9 am to 3 pm. Military and civil service retirees may bring pension and survivor benefit questions.
Jacksonville, FL
13241 Bartram Park Blvd, Building 1401
Jacksonville, FL 32258
Retirement planning resources
- 7 Steps to Prepare for Your Retirement Planning Meeting
- Social Security Benefits in 2026: Claiming Strategies to Consider
- RMDs, Tax Changes and Roth Conversions Every Florida Retiree Should Know
- How to Reduce Retirement Tax Liability: A Step-by-Step Guide
- Retirement and Estate Planning in Florida
- Florida Wealth Management Firms: What to Look For in 2026
Ready to talk? Schedule a meeting or call (407) 495-2004.
Questions About Our Florida Offices
How many offices does Oxford Advisory Group have in Florida?
Oxford Advisory Group lists ten Florida offices: Orlando, Clermont, Mount Dora, Lakeland, Tampa, St. Petersburg, Spring Hill, Sarasota, Venice, and Jacksonville.
How do I choose which office to visit?
Most people pick the office closest to home. Each office page lists the address, phone number, and a link for directions, and you can call (407) 495-2004 for help, or (813) 405-8372 for Spring Hill.
What should I bring to a first meeting?
It can help to bring recent account statements, a Social Security estimate, your latest tax return, and copies of any estate documents. Our guide on preparing for a retirement planning meeting walks through the steps.
Does it matter that Florida has no state income tax?
Florida does not have a state personal income tax, which may help some retirees keep more of their income. Federal taxes still apply to many retirement withdrawals, so planning typically focuses on federal rules.
