Oxford Advisory Group

About This Business

Oxford Advisory Group is a financial advisory firm dedicated to helping high net worth clients navigate the complexities of wealth management. With a focus on tax-efficient strategies, estate planning, and maximizing social security benefits, the company provides personalized guidance to individuals and families seeking to preserve their wealth and achieve their ideal retirements. As a proud member of the Inc. 5000 list, Oxford Advisory Group has been recognized for its rapid growth and commitment to excellence in the financial services industry. The company's team of certified financial advisors, including Certified Retirement Financial Advisors and Certified Financial Planners, work closely with clients to develop tailored plans that address their unique needs and goals. In addition to its core services, Oxford Advisory Group is also passionate about philanthropy and collaborates with AdventHealth Foundation Central Florida's Professional Advisory Network to support the community's health and well-being. Through its expertise in private wealth management, tax planning, and retirement planning, Oxford Advisory Group empowers its clients to make informed decisions about their financial futures. With a strong commitment to community involvement and a dedication to delivering exceptional client service, Oxford Advisory Group has established itself as a trusted partner for high net worth individuals and families seeking to unlock their full financial potential. The company's media coverage and appearances demonstrate its reputation as a thought leader in the financial services industry, and its bestselling book on tax-efficient retirement strategies has provided valuable insights to individuals and families across the country. By combining technical expertise with a deep understanding of its clients' needs and goals, Oxford Advisory Group has built a reputation as a go-to destination for high net worth individuals and families seeking to achieve financial peace of mind and security. Whether through its comprehensive retirement planning services, tax-efficient investment strategies, or charitable giving programs, Oxford Advisory Group is dedicated to helping its clients achieve their financial objectives and make a lasting impact on their communities.