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The firm has been recognized on the prestigious INC 5000 list, cementing its position as one of America’s fastest-growing private companies. These milestones reflect Oxford Advisory Group’s ongoing dedication to helping families navigate the complexities of retirement.
Oxford Advisory Group: Combining Financial Experience and Family-Centric Service
Oxford Advisory Group focuses on assisting pre-retirees and retirees with tax-efficient retirement strategies, better-ensuring families can enjoy their retirement years without unnecessary financial stress. By focusing on key retirement challenges such as Social Security, estate planning, and required minimum distributions, the firm stands out from traditional investment advisors, offering a comprehensive, tax-conscious approach that aims to help minimize taxation during retirement.
Christopher J. Dixon Jr., co-founder of Oxford Advisory Group, explained, “When a family enters retirement, they have to adjust their thinking on investing. In retirement, you start paying yourself, and how you do this can greatly affect how much you pay in taxes."
The Dixon’s approach has not only led to the success of their retirement planning book, Total Tax-Free Investing, but also earned Oxford Advisory Group a place on the INC 5000 list, highlighting its rapid growth and client trust. For those interested in obtaining a complimentary copy of the book, it is available here.
Why Oxford Advisory Group Stands Out: A Focus on Taxes in Retirement
Unlike many wealth management firms that focus predominantly on investments, Oxford Advisory Group is set apart by its focus on taxes in retirement. The firm’s advisors understand that taxation can significantly erode a retiree’s income, and they tailor plans that help families keep more of their hard-earned money. By addressing tax-related pitfalls, they provide a more holistic retirement solution.
"We got into this business to help families," said Samuel Dixon, co-founder of Oxford Advisory Group. "After seeing bad advice derail families, we wanted to stop that from happening to others. I go to work every day, proud of what we are able to do for families."
Bestseller Status for Total Tax-Free Retirement
The recent launch of Total Tax-Free Investing has garnered significant attention, with the book quickly climbing the charts to become an Amazon bestseller. The book breaks down essential retirement strategies, offering readers a deep dive into how to potentially avoid common tax traps in investing. It presents complex financial concepts in a digestible, easy-to-understand format that empowers families to take control of their retirement planning.
For a limited time, Oxford Advisory Group is offering a complimentary copy of the book to help more families access these valuable insights. Visit this link to request a free copy.
Making the INC 5000 List: Recognition for Exceptional Growth
In addition to its success in publishing, Oxford Advisory Group’s inclusion on the INC 5000 list reflects the company’s outstanding growth and success in the wealth management industry. The list, which celebrates the fastest-growing private companies in the U.S., recognizes businesses that have demonstrated innovation, leadership, and sustained growth. For Oxford Advisory Group, the recognition is a testament to the trust clients have placed in their services.
"We are honored to be named to the INC 5000 list," Christopher Dixon Jr. remarked. "This achievement is a reflection of the hard work and commitment of our entire team. We remain dedicated to helping families in Florida and beyond plan their retirement in a tax-efficient way."
For more information about Oxford Advisory Group and its comprehensive retirement planning services, please visit their official INC profile or the company website at Oxford Advisory Group.
About Oxford Advisory Group
Oxford Advisory Group is a private, family-owned retirement planning and wealth management firm based in Orlando, FL. Specializing in tax-efficient retirement strategies, the firm focuses on helping pre-retirees and retirees create income plans that address critical areas such as Social Security, taxes in retirement, estate planning, and required minimum distributions. By combining a personalized approach with tax-focused strategies, Oxford Advisory Group helps families navigate the complexities of retirement with confidence.
Oxford Wealth Group, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about Oxford can be found by visiting the SEC site www.adviserinfo.sec.gov. and searching by our firm name. We are a financial services firm that utilizes insurance and investment products. Insurance products and services are offered and sold through Oxford Advisory Group. Oxford Wealth Group, LLC and Oxford Advisory Group are affiliated but separate entities.
Inc. magazine's annual Inc. 5000 list ranks the fastest-growing private companies in the United States based on their revenue growth from 2021,2022, and 2023. The list is data-driven, but all companies must also pass an editorial review. Oxford paid for the use of marketing materials.
Amazon's #1 Best Seller status was reached on September 6th, 2024 for categories: Financial Risk Management, Personal Taxes, and Small Business Taxes, and the book remained a #1 New Release through September 11th of 2024.
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Oxford Advisory Group
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Website: https://oxfordadvisorygroup.com/
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