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Oxford Advisory Group | Financial Advisors logo

Oxford Advisory Group | Financial Advisors

Financial planner · Deltona, FL · reviewed since 2019

How the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%98+57.5Reliability 26%99+25.8Value 15%100+15.2Experts Score= 99Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.99SCORE
AGradeLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#3 of 34 financial plannersPosition by Experts Score among all companies we track in this category. · better than 94%
5.0 ★★★★★ 68 Google reviews · 20 photos
99%five-star reviews
4.98★last 12 monthsAverage stars on reviews from the last 12 months only.
0%1–2★ in 2 yearsShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
0%reviews answered by the owner
Sep 2026latest review
📞 Call (407) 495-2004Request a call backWebsite ↗

Oxford Advisory Group | Financial Advisors at a glance

Google reviewers rate Oxford Advisory Group five stars based on sixty-eight reviews, highlighting the firm's professional staff, educational seminars, and clear communication regarding retirement, estate planning, and investments. Clients frequently note the team's willingness to explain complex financial concepts and their personalized approach to meeting family needs. There are no recurring criticisms in the provided excerpts, with the sole lower-rated review indicating satisfaction with the firm's knowledge and advice while withholding a fifth star pending further experience.

  • Google rating: 5.0 out of 5 from 68 reviews (99% five-star).
  • Reviews on this page: 68 Google reviews (43 with written comments).
  • Owner responses: the business replied to 0% of reviews.
  • Most recent review: September 25, 2026.
  • Service: Financial Planner serving Deltona, Florida.

Data from Google, last updated October 26, 2026.

Score profile vs other financial planners

Score per factor (100 = best)Each factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: value and momentum; weakest: satisfaction.

Satisfaction98Reliability99Craft & service–Value100Momentum100Replies to reviews–Satisfaction: 98 (median 99)Reliability: 99 (median 97)Value: 100 (median 100)Momentum: 100 (median 100)
This companyFinancial Planners median0 = centre, 100 = best
SatisfactionSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Oxford Advisory Group | Financial Advisors: 98/100 on this factor. Category median: 99.A
98
ReliabilityReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Oxford Advisory Group | Financial Advisors: 99/100 on this factor. Category median: 97.A
99
Craft & serviceCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Not enough reviews for this factor yet. Category median: 100.–
–
ValueValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Oxford Advisory Group | Financial Advisors: 100/100 on this factor. Category median: 100.A
100
MomentumMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Oxford Advisory Group | Financial Advisors: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Not enough reviews for this factor yet. Category median: 58.–
–

Bar = this company · dark tick = category median.

Star ratings

68 Google reviews we collected

  • 5 stars6799%
  • 4 stars11%
  • 3 stars00%
  • 2 stars00%
  • 1 star00%

Praise vs complaints

Phrases our text analysis found in 43 written reviews

  • Praise47100%
  • Complaints00%

PriceGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.

Price verdicts customers left with their Google review

  • Great price1173%
  • Reasonable427%
  • Overpriced00%
  • Not sure00%

Topic share

How often each topic comes up in the written reviews

  • Staff & attitude2349%
  • Would recommend817%
  • Quality & results511%
  • Communication49%
  • Honesty & trust49%
  • Speed & response24%
  • Price & value12%

What customers talk about

We read 43 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.

  • “Everyone we’ve interacted with has been professional, knowledgeable, responsive, and genuinely helpful.”
  • “They’re people I trust, and I’m happy to recommend them!”
  • “Great service and great people at Oxford Advisory Group in Mount Dora.”
  • “They take the time to explain things clearly and make you feel like they truly care about their clients and their financial goals.”
  • “The team is professional, knowledgeable, and genuinely focused on helping retirees make informed financial decisions.”
  • “Brad immediately moved forward to create a positive and much needed change within their policy and procedures based off of a client’s feed forward.”
  • “They have gotten us great returns with low fees and given us great retirement advice.”

People customers mention

  • Dora 4 reviews

praise complaint · found by our text analysis, Google review wording unchanged.

Reviews for your job

Customers hired Oxford Advisory Group | Financial Advisors for 8 kinds of job. Pick one to see what they paid and said.

Recent reviews

Isabella2 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

The staff is always willing to help and take the time to understand our families needs. I highly recommend!

Samantha2 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

Oxford has been very helpful for my family. They're a great team with a lot of knowledge!

Tim1 reviewTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

Great service and great people at Oxford Advisory Group in Mount Dora. I really appreciate the personal attention and care from their team. They’re people I trust, and I’m happy to recommend them!

Great priceFinancial plan
Spencer3 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

I really appreciate all the help Oxford’s staff has been to my family and I. They have been so helpful!

MeganLocal Guide · 22 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

⭐⭐⭐⭐⭐ We’ve had such a wonderful experience with Oxford Advisory Group. Everyone we’ve interacted with has been professional, knowledgeable, responsive, and genuinely helpful. They take the time to explain things clearly and make you feel like they truly care about their clients and their financial goals. The…

JuliusLocal Guide · 41 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

Great experience with Oxford Advisory Group! The team is professional, knowledgeable, and genuinely focused on helping retirees make informed financial decisions. Highly recommend them if you’re looking for a trusted retirement planning team.

Great priceFinancial planRetirement-related financial consultingTax planning

Jobs customers hired them for

JobReviewsCategory typical
Financial plan10—
Retirement-related financial consulting4—
Wealth management4—
Investment advising3—
Insurance purchase consulting3—
Net worth & cash flow analysis consulting3—
General investment consulting3—
Tax planning2—

Compare with

Photos

Customer reviews

5.0 ★★★★★ 68 reviews on Google · rating breakdown

Reviews from Google, shown as published (original wording, unedited).

Jobs customers hired them for — from Google's service tags and the review text
Team members customers mention
Filter by topic — each topic is highlighted in the reviews in the same color
James Strickland5 reviewsTotal number of Google reviews James has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Excellent staff and service. Very helpful and educational.

  • Price assessment: Reasonable price
  • Services: Retirement-related financial consulting
Staci Revell3 reviewsTotal number of Google reviews Staci has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Excellent service. Informative and educational!

Isabella Lampiasi2 reviewsTotal number of Google reviews Isabella has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

The staff is always willing to help and take the time to understand our families needs. I highly recommend!

Samantha Evitts2 reviewsTotal number of Google reviews Samantha has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Oxford has been very helpful for my family. They're a great team with a lot of knowledge!

Tim Schaeffer1 reviewTotal number of Google reviews Tim has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Great service and great people at Oxford Advisory Group in Mount Dora. I really appreciate the personal attention and care from their team. They’re people I trust, and I’m happy to recommend them!

  • Price assessment: Great price
  • Services: Financial plan
Spencer3 reviewsTotal number of Google reviews Spencer has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

I really appreciate all the help Oxford’s staff has been to my family and I. They have been so helpful!

Megan ParkerLocal Guide · 22 reviewsTotal number of Google reviews Megan has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

⭐⭐⭐⭐⭐ We’ve had such a wonderful experience with Oxford Advisory Group. Everyone we’ve interacted with has been professional, knowledgeable, responsive, and genuinely helpful. They take the time to explain things clearly and make you feel like they truly care about their clients and their financial goals. The Mount Dora office is beautiful and welcoming, and the entire team makes every interaction feel personal rather than transactional. We have been extremely impressed with the level of service and attention we’ve received and would highly recommend Oxford Advisory Group to anyone looking for a financial advisory team they can trust.

Julius MeleroLocal Guide · 41 reviewsTotal number of Google reviews Julius has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Great experience with Oxford Advisory Group! The team is professional, knowledgeable, and genuinely focused on helping retirees make informed financial decisions. Highly recommend them if you’re looking for a trusted retirement planning team.

  • Price assessment: Great price
  • Services: Financial plan, Retirement-related financial consulting, Tax planning, Wealth management
Ashlyn Hall3 reviewsTotal number of Google reviews Ashlyn has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

The staff is very professional and knowledgeable.

Nick Banks6 reviewsTotal number of Google reviews Nick has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

I’m beyond blown away with Oxford! They are very welcoming and have an abundance of knowledge.

Oxford Advisory Group | Financial Advisors on Google Maps →

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