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Oxford Wealth Group, LLC

Headquartered in ORLANDO, FL

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Firm Information

Oxford Wealth Group, LLC is an investment advisory firm located in Orlando, FL. The firm manages approximately $198,868,022 in assets for 1,190 accounts. They offer a variety of advisory services, including financial planning, portfolio management for individuals, and selection of other advisors. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth individuals.

Oxford Wealth Group, LLC

111 N. ORANGE AVENUE

ORLANDO, FL 32801

$198.87M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

OXFORD WEALTH GROUP, LLC has a total of 2 branch locations across the country.
location

ORLANDO, FL

location

Tampa, FL

Advisors at Oxford Wealth Group, LLC

View All 7 Advisors
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Matthew Dennis Sams

CFP®, CFC®, RA

ORLANDO, FL

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Trent Michael Rogy

RA

ORLANDO, FL

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Skylar Elizabeth Kunau

RA

ORLANDO, FL

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Christopher Clay McAnany

RA

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Luke W Mutchie

RA

ORLANDO, FL

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Samuel Josiah Dixon

RA

ORLANDO, FL

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Chad Anthony Safier

RA

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Curtis J Arnold

RA

Tampa, FL

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Disclosures

There are no public disclosures for Oxford Wealth Group, LLC.

Frequently Asked Questions (8)

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