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Matthew Dennis Sams

Oxford Wealth Group, LLC

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About Matthew Dennis Sams

Matthew Dennis Sams is a financial advisor with Oxford Wealth Group, LLC. Matthew has been in the industry for over 25 years and has experience in financial planning, portfolio management, and selection of other advisors. Matthew has earned the Certified Financial Planner and Chartered Financial Consultant designations. Matthew is registered with the state of Florida as an investment advisor representative. Prior to joining Oxford Wealth Group, LLC, Matthew was employed by Ameriprise Financial Services, Inc.

Firm Information

Matthew Sams is currently registered with Oxford Wealth Group, LLC. 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.

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Matthew Sams’s Registration & Firm History

FL

01/01/2025 - Present

Oxford Wealth Group, LLC (ORLANDO FL)

FL

08/06/1997 - 05/12/2022

AMERIPRISE FINANCIAL SERVICES, LLC (ORLANDO FL)

MN

08/06/1997 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

IL

02/26/1996 - 08/29/1997

TRI-MERICA SECURITIES CORPORATION (TINLEY PARK IL)

NJ

04/25/1994 - 12/31/1995

FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)

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Licenses & Designations

BC

Issued 05/23/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Matthew Dennis Sams. Review regulatory record here.
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