Oxford Advisory Group of Orlando

Oxford Advisory Group of Orlando is a financial planner in Orlando, FL. The firm advises high net worth clients on planning for and living with the complexities that come with wealth. Specific services include tax-efficient strategies, estate planning, and maximizing social security. The team also provides investment planning, tax preparations and advice, corporate executive planning, and educational seminars. Oxford Advisory Group serves clients in Orlando, Clermont, Mount Dora, Tampa, Springhill, Sarasota, Jacksonville, and Lakeland. The business holds a rating of 4.90 based on 4.90 reviews.

The firm focuses on creating well-thought-out strategies using a variety of investments and insurance products to address financial needs and concerns. Oxford Advisory Group was awarded the Inc. 5000 Fastest-growing private companies list in 2024 based on revenue for the years 2021, 2022, and 2023. The company offers services for business owners and entrepreneurs, corporate executives, and individuals seeking estate planning. The team provides tax-efficient retirement planning and private wealth management.

The office is located at 111 N Orange Ave #775, Orlando, FL. It sits on North Orange Avenue, about 27 meters from the main road. The location is near the Orange County Regional History Center, which is a museum located 138 meters away. Heritage Square Park is also nearby, at a distance of 169 meters. The Alligator Statue and Alligator Wrestler Statue are public artworks located within 169 meters of the office. The Central Business District neighborhood is 175 meters away.

Services:

• Certified Retirement Financial Advisory
• Estate Planning
• Investment Planning Services
• Private Wealth Management
• Tax-Efficient Retirement Planning