Retirement planning is rarely straightforward, especially for individuals with substantial wealth. For ultra-high-net-worth individuals, the challenges are complex, with tax efficiency, estate planning, and income distribution sitting at the center of it all.
One wrong move could cost millions. That’s exactly why Christopher Dixon has made it his mission to create a system that brings clarity to this process.
Christopher Dixon, co-founder and managing partner of Oxford Advisory Group, is a Registered Financial Consultant, an author, a speaker, and a regular face on ABC, NBC, and FOX. He aims to help retirees keep more of what they’ve worked so hard to build.
People don’t want plans, they want a map. And that’s exactly what he’s given them.
The Story Behind Oxford’s Rise
Christopher Dixon, alongside Samuel Dixon, built Oxford Advisory Group with one mission: helping high-net-worth clients retire with intention. Their approach is tax-focused retirement planning.
Christopher holds a degree in Political Science with honors, has completed executive education at Harvard Business School, and serves on the board of the AdventHealth Foundation. However, the most incredible aspect is how he has translated complex financial concepts into something understandable and actionable.
Oxford has been named one of the “Inc. 5000 Fastest-Growing Private Companies” in 2024 for three consecutive years of growth (2021-2023)*. Wealthy families may benefit from their focused approach —the approach that aims to keep more wealth in the family rather than sending it away in taxes.
What Is the Oxford Retirement Navigation Map?
Oxford’s trademarked process, the Oxford Retirement Navigation Map, is its primary focus. Only a few dozen financial firms in the U.S. hold a trademarked financial planning process. This is a comprehensive strategy designed specifically for retirees with complex financial lives.
Here’s what the Oxford Retirement Navigation Map includes:
- Tax-Efficient Retirement Income Planning: Strategies to better help reduce unnecessary taxes on income streams during retirement.
- Estate Planning Made Simple: Goals of ensuring wealth transfers smoothly to future generations without the usual tax burdens.
- Social Security Maximization: Helping clients decide when and how to claim to get the most out of their benefits.
- Private Wealth Management: Customized Investment strategies by personal goals and risk tolerance.
- Charitable Giving with Impact: Philanthropy planning as per the clients’ values while benefiting their tax situation.
A tax-focused financial advisor may help you better understand how factors like interest, income, required minimum distributions, and capital gains could play into your plan each year.
It’s no surprise that this system has attracted business owners, corporate executives, and wealthy families.
Why High-Net-Worth Clients Trust Oxford
The ultra-wealthy don’t just look for a financial advisor. They look for someone who can think ten steps ahead.
Key reasons clients choose Oxford:
- Tax Experience: Tax efficiency isn’t an add-on. It’s the center of every conversation.
- Transparent Communication: No jargon. No guesswork. Everything is explained in plain English.
- Proven Process: A trademarked system that’s been tested and refined over the years.
- Media Recognition & Authority: Appearances on major TV networks and features in Nasdaq, Yahoo News, and Newsmax Finance. Chris and Sam also co-authored an Amazon bestseller on taxes.
- Community-focused: Sponsorships with major universities, such as Florida State, UCF, and USF, demonstrate their commitment to giving back.
Clients often say what makes Oxford different isn’t just their knowledge, it’s the clarity they bring to an overwhelming process.
Beyond the Numbers: A Personal Mission
For Christopher Dixon, retirement planning is a personal matter. His passion extends beyond numbers and spreadsheets. Through his bestselling book, “Total Tax-Free Retirement,” and the firm’s radio and TV shows, he educates not only his clients but the wider public.
“Rather than leaving the fate of your taxes in retirement up to chance, working with a tax-focused advisor may help you potentially minimize your tax bill, get ready for contribution withdrawal, and navigate complex situations,” Dixon shares.
The firm has also partnered with AdventHealth Foundation Central Florida. They are dedicated to creating impact, not just for their clients, but for the community at large.
Conclusion
The Oxford Retirement Navigation Map aims to set a new gold standard for the industry. Christopher Dixon and his team have experienced that with the right map, even the most complex financial journeys can become clear, confident, and stress-free.
For those ready to rethink retirement, Oxford Advisory Group offers a plan designed to help protect, preserve, and grow wealth, so their clients can focus on living the life they’ve earned.
*Inc. 5000 was not compensated for consideration of this award; Oxford did pay for the use of marketing materials.
