Retirement planning has changed. Tax laws are complex. Life expectancy is longer. The old models may no longer hold up for today’s high-net-worth individuals. What they need is not another traditional plan, but a method containing academic rigor and tested in real life.
Samuel Dixon offers exactly that.
As Co-Founder and Managing Partner of Oxford Advisory Group, Dixon has taken his academic background in risk management, plus his experience, and shaped them into a real-world Retirement Navigation Map process. Through his work with retirees, business owners, and corporate executives, he has helped redefine what retirement planning looks like for those with more to protect and more to lose.
Who Is Samuel J. Dixon?
Samuel Dixon holds a degree in Risk Management and Insurance from the College of Business at Florida State University. He holds his Series 65 and is licensed for insurance in Florida and South Carolina. He’s also a Registered Financial Consultant (RFC) and contributes articles that are featured in financial publications such as Kiplinger Financial, Newsmax, and The Street.
His advice is often cited in articles with titles like “The Dos and Don’ts to Help Safeguard Your Retirement Future” and “3 Moves Millennials Must Make to Retire Early.” And perhaps most importantly, he’s also a teacher. He routinely leads educational sessions on taxes in retirement, social security timing, and income reliability.
At Oxford Advisory Group, Dixon focuses on retirement planning, IRA legacy strategies, and investment planning according to each client’s goals and financial complexity.
The Oxford Retirement Navigation Map®
Oxford Advisory Group is one of the few firms in the country with a trademarked process for retirement planning: the Oxford Retirement Navigation Map®. This is a structured and personalized approach designed to answer the questions most retirees face:
- How can I make my money last?
- What’s the best way to draw income without a big tax bill?
- How do I protect my assets from market dips and medical costs?
What Sets Dixon Apart: The Academic Edge
Dixon’s background in risk management is his daily lens. That edge helps him look at retirement through a different frame:
The “Academic-to-Action” Approach Includes:
- Evaluating Risks like market downturns, inflation, and long-term care.
- Building Layered Income Streams so clients aren’t relying on one source.
- Planning for Tax Shifts in retirement, when income sources change.
- Legacy Structuring to ensure that wealth isn’t lost to probate or avoidable taxes.
Clients appreciate that this is not guesswork. It’s planning based on numbers, law, and experience.
He has a passion for keeping things practical. He focuses on consistent, long-term strategies that are according to the client’s goals.
A Full Suite of Financial Services
Oxford Advisory Group offers a vast range of financial services for the needs of individuals at every stage of their financial journey. It helps business owners and entrepreneurs structure their finances for long-term growth, guides corporate executives through complex compensation planning, and delivers strategic support.
Their focused planning encompasses estate planning, investment strategy, tax preparation, and personal financial advice, all designed to better protect assets, minimize tax burdens, and align financial decisions with life goals. The goal is to help clients retire with intention.
Beyond the Numbers
While Dixon is all about strategy, he’s also a vibrant part of the community with his steady presence and ethical standards. He teaches youth at his church, coaches his son Clark’s sports teams, and often spends weekends boating with his wife and four children on Lake Butler.
He understands that clients aren’t just file folders. They’re families.
Why Oxford Advisory Group Is Winning Attention
With multiple locations across Florida and South Carolina, and recognition from media outlets like ABC 10 and FOX 13, Oxford Advisory Group looks like it is a go-to firm for retirement planning in the Southeast. The firm made the Inc. 5000 list, awarded in 2024, based on growth from 2021–2023*, signaling success in both reach and results.
Oxford is also a proud sponsor of university athletics at Florida State, UCF, and USF, highlighting its community roots and broad impact.
Conclusion
Retirement isn’t a finish line… it is a new phase. Samuel Dixon has built his career on helping clients enter that phase focused on better providing confidence, preparation, and structure.
His combination of academic discipline and practical strategy has been shared with thousands of families. With the Oxford Retirement Navigation Map®, he aims to give clients a clear plan in a world that too often offers guesswork.
*Inc. 5000 was not compensated for consideration of this award; Oxford did pay for the use of marketing materials.
**FSU Athletics, USF Athletics, and UCF Athletics are not current clients of Oxford, Oxford has a paid sponsorship with Florida State Athletics, University of Central Florida Athletics, and the University of South Florida Athletics
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.
