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 providing structured financial planning to high-net-worth pre-retirees and retirees. Its services include retirement income planning, tax-efficient strategies, estate planning guidance, Social Security maximization, required minimum distribution strategies, and overall wealth planning intended to help clients reduce unnecessary taxes during retirement.
The firm was founded in 2019 by brothers Christopher and Samuel Dixon. Their decision to create the company was shaped by personal family experiences with poor financial and tax advice that resulted in damaging retirement outcomes. Those experiences influenced the firm’s focus on client education and thoughtful tax planning. From the beginning, the firm aimed to help individuals and families better understand financial decisions that can affect retirement stability.
Oxford Advisory Group in Florida has gained recognition for its growth and workplace environment. In 2024, the firm was included on 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 the 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 leads the company’s vision and business strategy with a focus on tax-efficient strategies for retirees and advanced tax planning. Chris regularly speaks at Oxford Advisory Group seminars on Taxes in Retirement and Social Security. He also trains financial advisors across the United States on tax strategies designed for retirees. Chris co-hosts the program Reinventing Retirement on ABC 10, NBC 8, and Fox 13, and 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 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 retirement strategies designed to support long-term financial goals. His work focuses on risk management and insurance within wealth management and financial planning. Sam regularly presents educational sessions on taxes in retirement, developing reliable retirement plans, and navigating estate planning matters. 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 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 work has also been featured in outlets including The World Financial Review, Economic Insider, Benzinga, MSN, FOX, and Inc. 5000.