Headquartered in Orlando, Florida, with offices also serving Sarasota, Jacksonville, Tampa, Mount Dora, and South Carolina, Oxford Advisory Group is a private, family-owned firm that focuses on retirement planning and wealth management.
Operating as an independent Registered Investment Advisor, the organization works primarily with high-net-worth pre-retirees and retirees seeking structured financial guidance. Its services include retirement income planning, estate planning, Social Security strategies, required minimum distribution planning, and tax-aware financial planning designed to help individuals manage their wealth while reducing avoidable tax burdens during retirement.
Established in 2019, Oxford Advisory Group was founded by two brothers whose personal experiences shaped the firm's direction. After witnessing how poor financial and tax advice could negatively affect retirement outcomes, they were motivated to build a firm centered on education and tax-conscious financial strategies. Their goal was to help individuals better understand the decisions involved in retirement planning so families could prepare more effectively and avoid mistakes that sometimes occur without clear guidance.
Within only a few years, Oxford Advisory Group Florida gained recognition for its growth and commitment to its clients. In 2024, the firm was included on a nationally recognized list of the fastest-growing private companies in the United States, reflecting revenue growth from 2021 to 2023. In 2025, it also received recognition as one of Orlando’s Best Places to Work and earned community awards in Central Florida for financial advisory and wealth management services.
Earlier in 2026, Oxford Advisory Group celebrated the ribbon-cutting and grand opening of its newly expanded office in Mount Dora, Florida. The opening represented an important milestone in the firm’s development and reflected its efforts to strengthen its service to individuals and families across the region. By expanding its office presence, the organization aimed to continue providing retirement planning and financial guidance to a growing number of clients seeking long-term financial direction.
At Oxford Advisory Group, he serves as a managing partner, guiding the organization’s vision and overall strategy, with a focus on tax-efficient planning for retirees and advanced tax strategies. He regularly presents educational seminars on topics such as retirement taxes and Social Security planning. In addition to speaking engagements, he trains financial advisors nationwide on retirement tax strategies. He co-hosts the program “Reinventing Retirement,” which is broadcast on regional television channels and a radio station.
He earned a Bachelor of Science degree in Political Science with honors from a major university in Florida. He later continued his studies at a respected business school, completing a certificate program in sustainable business strategy. Through both education and professional work, he has focused on helping individuals understand how thoughtful planning can influence retirement outcomes.
Working with clients through Oxford Advisory Group Florida, he focuses on helping individuals pursue retirement goals through carefully structured financial strategies. His professional attention centers on risk management and insurance planning within broader wealth management and financial planning efforts. He regularly presents on tax issues in retirement, creates dependable retirement income plans, understands estate planning considerations, and contributes written insights to financial publications.
He was recognized in a regional business publication’s “Top 40 Under 40” list for both 2025 and 2026, acknowledging leadership among professionals in Central Florida. He passed the Series 65 securities examination and holds insurance licenses in Florida and South Carolina. He also earned his degree through the College of Business at a major university in Florida.
Through their work connected with Oxford Advisory Group, the two founders collaborated as co-authors of the 2024 Amazon number one bestselling book, The Little Book of Total Tax-Free Investing: How I Help the Wealthy Lower Their Taxes. The book ranked highly in categories such as risk management, personal taxes, and small business topics, reflecting its knowledge of financial planning and tax-related strategies.
Their professional insights have also attracted attention from several media outlets and financial publications that focus on business and economic issues. Coverage and references have appeared across multiple platforms discussing retirement planning, financial education, and tax strategy, with their experience in financial services shared with broader audiences.
The advisory team at Oxford Advisory Group Florida works with business owners and entrepreneurs who seek support with financial and tax planning connected to their ventures and long-term financial direction. The firm also provides corporate executive planning to help senior leaders organize financial assets to support wealth preservation and retirement goals while addressing the financial complexities that often accompany leadership roles and higher income levels.
Estate planning services aim to help individuals and families organize and protect assets so they can be distributed according to their wishes. The process includes addressing legal and financial considerations, such as property ownership, beneficiary designations, and marital deductions, while developing a clear approach to transferring wealth to heirs or charitable causes.
Investment planning services help clients identify financial goals and build strategies designed to pursue them. Advisors evaluate each client’s financial situation and develop diversified plans intended to align investments with long-term priorities such as wealth growth, income generation, or retirement security.
Tax and advisory services focus on helping clients understand their tax obligations and explore strategies to improve overall tax efficiency. Advisors assist individuals with matters such as retirement withdrawals, investment income, and financial situations involving inheritances, gifts, or charitable contributions so clients can make informed financial decisions throughout the year.
To encourage financial education in the community, Oxford Advisory Group offers complimentary seminars that address common financial concerns faced by individuals and families. These educational sessions include topics such as maximizing Social Security benefits, taxes in retirement, understanding estate planning, strategies for 401(k) and IRA accounts, and required minimum distribution planning. The goal of these seminars is to provide practical knowledge that helps participants better understand retirement planning decisions.
Community engagement remains an important part of the organization’s outreach, and Oxford Advisory Group collaborates with a nonprofit healthcare foundation dedicated to supporting local community well-being. The foundation works to address gaps in healthcare needs and strengthen services that benefit the public, and one of the founders serves on the nonprofit’s board to support those efforts.
The firm also supports community athletics through sponsorships connected with several university sports programs in Florida. Through these partnerships, the organization contributes to local initiatives that encourage community participation and support educational and athletic programs in the region.
Website: https://oxfordadvisorygroup.com
Learn more:
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Oxford Advisory Group on Using Trusts and Charitable Giving to Protect Assets and Build a Legacy
Oxford Advisory Group: Creating Sustainable Retirement Income
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Oxford Advisory Group: Creating Sustainable Retirement Income
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