Oxford Advisory Group

Oxford Advisory Group is a private, family-owned retirement planning and wealth management firm headquartered in Orlando, Florida, with a presence in Sarasota, Jacksonville, Tampa, Mount Dora, and South Carolina. As an independent Registered Investment Advisor (RIA), the firm focuses on helping high-net-worth pre-retirees and retirees prepare for retirement through tax-aware financial planning. Its work includes retirement income planning, estate planning guidance, Social Security maximization, required minimum distribution strategies, and overall wealth planning designed to help clients avoid common retirement challenges, including unnecessary tax burdens.

The firm was founded in 2019 by brothers Christopher and Samuel Dixon. Their decision to create the company stemmed from personal family experiences with poor financial and tax advice that led to difficult retirement outcomes. Those experiences shaped the firm’s focus on education and tax-efficient financial strategies. From the beginning, the goal has been to help individuals and families better understand the financial decisions that affect long-term retirement security.

Oxford Advisory Group has grown quickly and gained recognition for its client-focused approach. In 2024, the firm was named to Inc.’s 5000 list of America’s fastest-growing private companies, reflecting strong revenue growth between 2021 and 2023. In 2025, the Orlando Business Journal recognized the firm as one of Orlando’s Best Places to Work. The company also received Central Florida’s Favorite awards for Best Financial Advisor and Best Wealth Management Firm that year. Earlier in 2026, Oxford Advisory Group held a ribbon-cutting and grand opening for its expanded office in Mount Dora, Florida.

Christopher J. Dixon, RFC, serves as Managing Partner and Growth and Education Manager. He guides the firm’s vision and business strategy, with a focus on retirement tax planning. Chris regularly leads educational seminars hosted by Oxford Advisory Group that address Taxes in Retirement and Social Security planning. He also trains financial advisors nationwide on tax strategies for retirees. Chris co-hosts the television program Reinventing Retirement on ABC 10, NBC 8, and Fox 13, as well as the radio program Reinventing Retirement on WFLA 93.1. He earned a Bachelor of Science in Political Science with Honors from Florida State University. He later studied at Harvard Business School, where he received a certificate in Sustainable Business Strategy.

Samuel J. Dixon, RFC, CF2, serves as Managing Partner and works with clients to develop structured retirement strategies. His focus includes risk management and insurance strategies within financial planning and wealth management. Sam frequently presents educational sessions on retirement taxes, estate planning topics, and building reliable retirement plans. His writing has appeared in publications such as Kiplinger Financial, Newsmax, and The Street. In 2025 and 2026, the Orlando Business Journal named him to its Top 40 Under 40 list, recognizing emerging leaders in Central Florida. Sam passed the Series 65 securities exam, holds insurance licenses in Florida and South Carolina, and earned his degree from the College of Business at Florida State University.

Chris and Sam are also co-authors of the 2024 Amazon number one bestseller, The Little Book of Total Tax-Free Investing: How I Help the Wealthy Lower Their Taxes. Their work has been featured in media outlets including The World Financial Review, Economic Insider, Benzinga, MSN, FOX, and Inc. 5000.

Oxford Advisory Group in Florida also hosts complimentary educational seminars that address common financial concerns, including Maximizing Social Security, Taxes in Retirement, Understanding Estate Planning, 401(k) and IRA Strategies, and Required Minimum Distributions. The firm supports community initiatives through collaboration with the AdventHealth Foundation, where Christopher Dixon serves on the nonprofit's board, and through sponsorships with Florida State Athletics, the University of Central Florida Athletics, and the University of South Florida Athletics.