Your Financial Advisor and Investment Planning Professional in Sarasota, FL
Located in Sarasota, FL, Oxford Advisory Group helps retirees, those planning for retirement, and business owners work to protect their assets and pursue retirement and estate goals. We focus on tax-minimization strategies, Estate Planning, Retirement Income, and Wealth Management.
Explore our financial services:
Certified Financial Advisor
Enjoy the confidence and peace of mind when your financial decisions are guided by a certified financial advisor. Through a collaborative consultation, our team can build a financial plan that will reflect your financial goals, current status, and risk tolerance level. From retirement planning to house down payment savings to investments, our financial advisor can help you work towards your goals.
401(k) Financial Advisor
The details and logistics of 401(k) plans can be overwhelming. Whether you are an individual looking to invest or an employer managing your employees’ plans, our 401(k) financial advisor will have the valuable insight you need.
Retirement Planning
Careful planning is essential for reaching your comfortable retirement. Through a retirement planning consultation, we can build a customized plan to account for your needs and reach your goals. You deserve to have your years of hard work pay off in your retirement years. Retirement planning manages a variety of financial concerns, including investment management, risk management, income and tax planning, and more. If you are still young, go ahead and start planning for your retirement now. The more time you have to devote to striving for your goals the better.
Traditional IRA Investment
Your traditional IRA (Individual Retirement Investment Account) should allow you to enjoy your retirement savings as well as tax-deductible benefits. IRAs are considered to be an alternative to an employer-sponsored retirement plan. Call our financial consultant to learn more about your IRA options.
Wealth Management
Through wealth management services, you can more easily monitor your assets. A customized investment plan may help you work to protect your wealth while pursuing growth. The wealth management team can provide support on strategies that may help reduce potential estate taxes and manage other tax consequences from business income when you possess significant earnings already.
Investment Planning
By building a customized investment plan, we can help you work toward your investment goals. During your investment planning consultation, we will collaborate with you to understand your
goals and build a plan to grow your assets accordingly. Included in our investment planning services, our advisor can choose and manage your bonds, stocks, and mutual funds, alleviating your stress and freeing up your time. We can handle all buying, selling, and monitoring of your investments on your behalf.
If you need reliable and professional financial services in Sarasota, FL, call (407) 495-2004. Through our site, you can schedule a meeting with a financial consultant to start the consultation process right away!
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.
Retirement Planning on Main Street in Downtown Sarasota
The Sarasota office is at 1819 Main St, Suite 201, in downtown Sarasota. Residents of Lakewood Ranch, Siesta Key, Longboat Key, Palmer Ranch, and nearby Bradenton in Manatee County may find it a convenient place to meet.
Oxford Advisory Group – Sarasota, FL
1819 Main St, Suite 201
Sarasota, FL 34236
Phone: (407) 495-2004
Email: info@oxfordadvisorygroup.com
Snowbirds and part-year residents
Many Sarasota County households split the year between Florida and another state. If you are thinking about making Florida your permanent home, your former state may review where you spend your time, where your important belongings are, and where you vote and hold a driver's license. Keeping records and filing a Florida declaration of domicile are steps some people take, and a tax attorney or CPA can help you understand what your prior state may expect.
Coordinating income and taxes
Florida does not tax personal income at the state level, but federal tax still applies to pensions and most retirement account withdrawals. Sarasota retirees often ask whether converting part of a traditional IRA to a Roth IRA in lower-income years could reduce future RMDs. Conversions are taxable in the year they occur, so the decision typically depends on your current and expected tax brackets.
Estate documents from another state
Wills and trusts drafted elsewhere are often still valid in Florida, but it may be wise to have a Florida attorney review them, along with healthcare directives and powers of attorney, after you relocate.
Call (407) 495-2004 to ask about a meeting in downtown Sarasota. For households farther south, our Venice office on Woodmere Park Blvd may be more convenient.
Communities near our Sarasota office
- Lakewood Ranch
- Siesta Key
- Longboat Key
- Palmer Ranch
- Osprey
- Bradenton
- University Park
Related services
- Tax preparation and tax planning
- Retirement planning
- Estate planning
- Wealth management
- IRA and 401(k) guidance
Further reading
- RMDs, Tax Changes and Roth Conversions Every Florida Retiree Should Know
- Wealth Management for High Net Worth: A 2026 Guide
- Charitable Giving Strategies for Retirees
Nearest sister office: Oxford Advisory Group Venice. See all Florida office locations.
Sarasota Retirement Planning FAQs
Where is the Sarasota office?
The Sarasota office is at 1819 Main St, Suite 201, Sarasota, FL 34236. Call (407) 495-2004 to ask about scheduling a meeting.
How can a snowbird establish Florida residency?
People often get a Florida driver's license, register to vote in Florida, file for a homestead exemption, and file a declaration of domicile. Your former state may weigh other factors too, so a tax professional can help you review your situation.
Is a Roth conversion a good idea in retirement?
It may be for some retirees. Converting can reduce future RMDs and create tax-free income later, but the converted amount is taxable in the year of conversion and can affect Medicare premiums.
Do I need new estate documents after moving to Sarasota?
Not always, but having a Florida attorney review wills, trusts, healthcare directives, and powers of attorney after a move can help confirm they work as intended under Florida law.
Is there an office near Sarasota besides Main Street?
Yes. The Venice office at 4130 Woodmere Park Blvd, Suite 10, serves South Sarasota County.
