Investment Advisor, Retirement Planner, and Small Business Owner in Clermont, Florida
Samuel J. Dixon is a managing partner and founding member of the Oxford Advisory Group, a financial planning and investment firm in Clermont, Florida. With over a decade of market knowledge and experience, Samuel has successfully aided executives, small business owners, and retirees make wise financial decisions regarding their IRA legacy planning and investments. With his assistance, hundreds of couples and individuals have stable retirement plans despite the risks and unsteady trends of the modern financial system.
On Saturday afternoons and Monday evenings, Sam and his brother Chris host the “Reinventing Retirement” show on WORL 105.5 and WFLA 93.1, detailing how to make the most of your social security benefits while avoiding common tax pitfalls. In addition, Samuel is a contributor to Kiplinger Financial, Newsmax, and other reputable financial publications.
Samuel graduated from the College of Business at Florida State University with a degree in risk management and insurance, emphasizing financial planning and wealth management. Samuel graduated from the College of Business at Florida State University with a degree in risk management and insurance, emphasizing financial planning and wealth management.
Samuel received investment advisor accreditation from the North American Securities Administrators Association (NASAA) and serves as an investment adviser representative for AE Wealth Management, LLC. Sam holds his insurance licenses in Florida and South Carolina. Today, he shares his knowledge of financial planning through popular online and in-person seminars, providing vital information to growing and protecting wealth for investment and retirement.
Sam’s greatest joy in life comes from his family, including his wife, Katie, and their two sons Clark and Callan. Their favorite pastime is enjoying the great outdoors together and boating on Lake Butler in northern Florida. Actively involved in his church, Sam enjoys teaching the youth of his community how to live a happy and successful life.
If you are interested in planning a brighter financial future, work with Sam at the Oxford Advising Group in Clermont, Florida. We also have offices in Orlando, Deland, and Mount Dora.