Oxford Advisory Group
Oxford Advisory Group, located in Mount Dora, FL, specializes in providing financial planning services for high net worth clients, focusing on tax-efficient strategies, estate planning, and maximizing Social Security benefits. Recognized on the Inc. 5000 list as one of the fastest-growing private companies in America, the firm is dedicated to helping individuals and families navigate the complexities of wealth management.
The firm also emphasizes philanthropy, collaborating with the AdventHealth Foundation to support community health initiatives. With a commitment to empowering clients through educational resources, including their best-selling book "Total Tax-Free," Oxford Advisory Group aims to enhance financial literacy and planning for retirement.
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