Oxford Advisory Group

Oxford Advisory Group is a private, family-owned retirement planning and wealth management firm headquartered in Orlando, Florida, with additional offices and presence across several cities in Florida and South Carolina. The organization operates as an independent Registered Investment Advisor and focuses on supporting high-net-worth individuals preparing for retirement or already retired. Its advisors guide clients through retirement income planning, estate considerations, Social Security strategies, and tax-aware financial planning, helping them make informed decisions and reduce common financial challenges that can arise later in life. Oxford Advisory Group Florida was founded in 2019 by two brothers, motivated by difficult family experiences involving poor financial and tax advice that negatively affected their retirement outcomes. Those experiences shaped their mission to focus on tax-efficient strategies and clear financial education. One of them leads the firm’s strategic vision and educational programs, speaking at retirement seminars and training other advisors. The other works closely with clients to design structured financial strategies, focusing on risk management and insurance planning while also contributing commentary and insights to financial publications. Oxford Advisory Group has grown steadily and gained recognition for its client-centered approach and rapid progress. Within a few years of operation, the firm was included in Inc.’s 5000 list of the fastest-growing private companies in the United States, reflecting strong revenue growth. It was also recognized as one of Orlando’s Best Places to Work and received regional awards for financial advisory and wealth management services. In early 2026, the organization marked another step in its development with the opening of an expanded office location in Mount Dora, Florida. Oxford Advisory Group Florida provides a range of financial services designed to help individuals, entrepreneurs, and corporate leaders plan their financial futures with greater clarity. Advisors work with clients on investment planning, estate organization, tax strategy, and retirement preparation to help ensure long-term stability and thoughtful wealth management. The firm also offers complimentary educational seminars covering topics such as Social Security planning, retirement taxation, estate planning basics, and retirement account strategies. In addition, the organization supports community initiatives, including healthcare-related charitable work and sponsorship of regional university athletics programs.