Fee-Only Financial Planning & Investment Management with cfp® professionals
FIDUCIARY
: held or founded in trust or confidence; a fiduciary relationship
Trusted by more than 100+ Companies
our journey
Oak Street Advisors was founded in 2005 by Joe Taylor, who built a career in financial services starting in 1989. After years of seeing how the traditional Wall Street model often fell short, Joe set out to build something different: a firm that put clients’ interests first, offered clear and straightforward guidance, and operated with true independence as a fee-only Registered Investment Adviser.
As the firm grew, so did our ability to serve more families, small business owners, and retirees. Today, Joe’s son Bryan carries on that mission as the sole owner of Oak Street Advisors, leading the firm with the same commitment to transparency, integrity, and personal service that it was built on.
fee-only fiduciary financial advisors
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Financial Planning
Most people have never had a real financial plan. What they’ve had is a sales pitch. A document handed over by an insurance agent or a commissioned broker that ended with a product purchase, not a path forward.
Investment Management
You have unique financial needs and goals and we work to create the most appropriate investment strategy that incorporates minimizing investment taxes along the way.
Tax Planning
We believe you cannot create a complete financial or investment plan without considering the tax implications of any recommendation and incorporate comprehensive tax strategies to minimize taxes before and during retirement.
Small Business Planning
Oak Street Advisors specializes in small business planning services for new and current clients. Whether you’re looking to optimize financial efficiency in your existing business, planning to expand your workforce and benefits, or embarking on your dream start-up…
Financial Planning
Most people have never had a real financial plan. What they’ve had is a sales pitch. A document handed over by an insurance agent or a commissioned broker that ended with a product purchase, not a path forward.
Investment Management
You have unique financial needs and goals and we work to create the most appropriate investment strategy that incorporates minimizing investment taxes along the way.
Tax Planning
We believe you cannot create a complete financial or investment plan without considering the tax implications of any recommendation and incorporate comprehensive tax strategies to minimize taxes before and during retirement.
Small Business Planning
Oak Street Advisors specializes in small business planning services for new and current clients. Whether you’re looking to optimize financial efficiency in your existing business, planning to expand your workforce and benefits, or embarking on your dream start-up…
A Simple, Practical Approach to Growth
Building wealth doesn’t have to be complicated. We start with a clear financial plan, build the most tax-efficient strategy to support it, and manage your investments with the same discipline and transparency every step of the way.
Why Choose Oak Street Advisors
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Personalized Approach
Every financial plan starts with your goals, not a template. We take the time to understand your full financial picture before recommending a single strategy.
Experienced Advisors
Our team holds CFP® certifications and decades of combined experience helping individuals, families, and business owners build tax-smart financial plans.
Communication
You'll always know where things stand. We check in regularly and make sure you understand every recommendation, not just receive it.
Our Proven Process
Discovery
We start by learning about your full financial picture: your goals, your concerns, and what "financial security" actually means to you.
Assessment
We review your current investments, tax situation, and overall plan to identify where you're on track and where there's room to improve.
Strategy Plan
We build a comprehensive, tax-efficient financial plan and investment strategy tailored to your specific goals and timeline.
Ongoing Support
We meet with you regularly to keep your plan current as your life, the markets, and the tax code change.
Ready to Build a Plan That Works for You?
We primarily work with individuals and families who have $500,000 or more in investable assets and want an ongoing, fiduciary relationship rather than a one-time plan. If that sounds like where you are, we’d like to hear about your situation.
Who We Help
We primarily work with individuals and families who have $500,000 or more in investable assets and want an ongoing, fiduciary relationship rather than a one-time plan. Most of our clients have complex financial lives and are looking for a proactive partner who can bring tax strategy, retirement planning, and investment management together into one coordinated plan.
That typically includes:
- Pre-retirees and retirees in the Myrtle Beach and Charleston area who want a clear, tax-efficient plan for turning savings into lifetime income
- Small business owners who need help setting up or managing a retirement plan for themselves and their employees, often alongside their personal financial plan
- Individuals and families with $500,000 or more in investable assets who want an integrated tax and investment strategy, not just a portfolio someone’s managing on the side
A note for anyone earlier in their savings journey: we currently don’t offer one-time financial planning engagements. If you’re still building toward that asset level, our blog and FAQ page are great resources, and we’d still love to hear from you down the road.
If that sounds like where you are, we’d like to learn about your situation.
Frequently Asked Questions
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.
Latest Insights
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Ready to talk?
Schedule a no-cost intro call with one of our fiduciary advisors in Myrtle Beach or Charleston.
