About Oxford Advisory Group
Headquartered in Orlando, Florida, with operations extending to Sarasota, Jacksonville, Tampa, Mount Dora, and South Carolina, Oxford Advisory Group is a private, family-owned retirement planning and wealth management firm. As an independent Registered Investment Advisor, the firm primarily works with high-net-worth pre-retirees and retirees seeking structured financial guidance. Its services include retirement income planning, estate planning, Social Security strategy guidance, required minimum distribution planning, and tax-aware wealth management. The organization’s approach focuses on helping individuals better understand financial choices to reduce common retirement challenges, including excessive taxes. Founded in 2019, Oxford Advisory Group in Florida was created by two brothers whose personal family experiences shaped the firm’s purpose. They had observed how poor financial and tax advice could lead to harmful retirement outcomes, which encouraged them