Oxford Advisory Group named Financial Advisor of the Year Jacksonville

Oxford Advisory Group earned the Financial Advisor of the Year Jacksonville recognition from the Consumer Ratings Institute after posting a 4.9-star rating across 558 public reviews. The award highlights the Jacksonville firm’s client satisfaction and broader retirement, tax and wealth-planning business across Florida.

Why it matters: - The recognition places Oxford Advisory Group in the top tier of client-reviewed financial advisory firms in Jacksonville. - The award is based on public consumer review data, which makes client satisfaction the key signal behind the honor. - Oxford Advisory Group serves retirees, pre-retirees, business owners and high-net-worth clients who are making long-term planning decisions.

What happened: - Oxford Advisory Group received the Financial Advisor of the Year Jacksonville recognition from the Consumer Ratings Institute. - The firm was cited for a 4.9-star rating across 558 reviews. - The Consumer Ratings Institute based the recognition on publicly accessible consumer review data. - The award was dated Oct. 10, 2026, based on a snapshot of public data at that time.

The details: - Oxford Advisory Group was founded by Chris Dixon and Sam Dixon. - The firm focuses on tax-efficient retirement strategies, estate planning, retirement income, wealth management and Social Security planning. - Oxford Advisory Group says its planning process starts with a collaborative consultation designed around each client’s goals, current situation and risk tolerance. - The firm organizes its services around three goals: grow, preserve and give. - Its retirement offerings include retirement income strategies, wealth management, investments and IRA and 401(k) rollovers. - Its asset-protection work includes tax-efficient strategies and long-term care planning. - Its legacy planning focuses on reducing taxes, solidifying an income plan and helping loved ones avoid probate. - The firm also works with business owners and entrepreneurs, provides corporate executive planning, and offers tax preparation and advice. - Chris Dixon focuses on education for thousands of Florida families each year. - Oxford Advisory Group offers free educational courses on estate planning, taxes in retirement, Social Security and related topics. - The firm publishes public retirement-planning resources, including the book "Total Tax-Free Investing." - The Jacksonville office is located at 13241 Bartram Park Blvd, Building 1401, Jacksonville, FL 32258. - Oxford Advisory Group also has offices in Orlando, Tampa, Sarasota, St. Petersburg, Lakeland, Clermont, Mount Dora, Spring Hill and Venice. - 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. - Form ADV Part 2A for Oxford Wealth Group is available on the SEC site, www.adviserinfo.sec.gov, by searching Oxford Wealth Group. - Oxford Advisory Group and Oxford Wealth Group, LLC are affiliated yet separate companies. - The firm uses insurance and investment products.

Between the lines: - Client-review awards can reinforce trust in a business where reputation and referrals matter. - The company is positioning itself as both a planning firm and an education provider, which can widen its reach beyond one-on-one advisory work. - The emphasis on taxes, retirement income and legacy planning suggests the firm is targeting clients facing complex wealth-transfer and retirement decisions.

What's next: - Oxford Advisory Group is likely to continue using education, public resources and multi-office coverage to attract Florida clients. - The firm’s recognition may become part of its marketing and client-conversion efforts across its Florida footprint. - Prospective clients can review Oxford Wealth Group’s regulatory filing on the SEC website before hiring an adviser.

The bottom line: - Oxford Advisory Group’s Jacksonville award ties a public recognition to strong review scores, while underscoring the firm’s broader push into retirement, tax and legacy planning across Florida.