Oxford Advisory Group • United States of America

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. The firm operates as an independent Registered Investment Advisor (RIA) and focuses on supporting high-net-worth pre-retirees and retirees with retirement preparation. Its services include retirement income planning, tax-efficient strategies, estate planning considerations, Social Security maximization, required minimum distribution strategies, and overall wealth planning designed to help clients reduce common financial risks such as excessive taxes during retirement.

The firm was founded in 2019 by brothers Christopher and Samuel Dixon. Their decision to start the company was influenced by personal family experiences with poor financial and tax advice that resulted in harmful retirement outcomes. Those experiences shaped their commitment to client education and careful tax planning. From the beginning, the firm focused on helping individuals and families better understand financial decisions that affect retirement security.

Oxford Advisory Group in Florida has experienced steady growth over the past few years. 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 company as one of Orlando’s Best Places to Work. During that same year, the firm also received Central Florida’s Favorite awards for Best Financial Advisor and Best Wealth Management Firm. In early 2026, Oxford Advisory Group celebrated the ribbon-cutting and grand opening of its expanded office in Mount Dora, Florida.

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

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

Chris and Sam are 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 financial insights have also been featured in outlets including The World Financial Review, Economic Insider, Benzinga, MSN, FOX, and Inc. 5000.