Oxford Advisory Group Named Financial Advisor of the Year Jacksonville

Jacksonville, Florida retirement and wealth planning firm recognized as the top 1% in client satisfaction.

JACKSONVILLE, FL, UNITED STATES, October 15, 2026 /EINPresswire.com/ — Oxford Advisory Group has received the Financial Advisor of the Year Jacksonville recognition from the Consumer Ratings Institute, recognizing the firm’s 4.9-star rating across 558 reviews. The retirement and wealth planning firm received the recognition based on publicly accessible consumer review data evaluated by the Institute.

Oxford Advisory Group, founded by Chris Dixon and Sam Dixon, advises retirees, people preparing for retirement, business owners, and high-net-worth clients on planning for and living with the complexities that come with wealth. The firm’s work centers on tax-efficient retirement strategies, estate planning, retirement income, wealth management, and Social Security planning. Through a collaborative consultation, the team builds a financial plan designed to reflect each client’s goals, current situation, and risk tolerance.

The firm organizes its services around three goals: grow, preserve, and give. To help clients prepare for retirement, it offers retirement income strategies, wealth management, investments, and IRA and 401(k) rollovers. To help better protect assets, they focus on tax-efficient and long-term care strategies. For clients focused on legacy, they offer legacy planning focused on reducing taxes, solidifying an income plan, and helping loved ones better avoid probate. Oxford Advisory Group also works with business owners and entrepreneurs, offers corporate executive planning, and provides tax preparation and advice.

Co-founder Chris Dixon focuses on providing education to thousands of Florida families each year. In addition to one-on-one meetings, the firm teaches free educational courses on Estate Planning, Taxes in Retirement, Social Security, and more. They also publish retirement planning resources for the public, including their book “Total Tax-Free Investing”.

Oxford Advisory Group’s Jacksonville office is located at 13241 Bartram Park Blvd, Building 1401, Jacksonville, FL 32258. The firm also has offices across Florida, including Orlando, Tampa, Sarasota, St. Petersburg, Lakeland, Clermont, Mount Dora, Spring Hill, and Venice.

Oxford Wealth Group, LLC (“Oxford Wealth”) 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. Form ADV Part 2A for Oxford Wealth Group can be found by visiting the SEC site www.adviserinfo.sec.gov. and searching by Oxford Wealth Group. We are a financial services firm that utilizes insurance and investment products. Oxford Advisory Group and Oxford Wealth Group, LLC are affiliated yet separate companies. Annuity contracts are made by and for the benefit of the buyer who should bear responsibility for premiums and understand their financial conditions.CRI was not compensated to use or obtain this rating. This award was given 10.6.26 based on a snapshot of public data at that time. Awardly was compensated for coordination and submission to be considered for this award.

About Oxford Advisory Group
Oxford Advisory Group is a Florida financial advisory firm helping retirees, pre-retirees, business owners, and high-net-worth clients with tax-efficient retirement strategies, estate planning, retirement income, and wealth management, with offices in Jacksonville and across the state.

About the Consumer Ratings Institute
The Consumer Ratings Institute is a national business recognition registry based in New York, evaluating businesses across all sectors using aggregated public review data. The Institute issues recognitions across multiple categories based on publicly accessible consumer reviews.

Brad Swineheart
Oxford Advisory Group
407-495-2004

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