Fee-Only Financial Planning & Investment Management with a CFP® Professional
FIDUCIARY
: held or founded in trust or confidence; a fiduciary relationship
Fiduciary Financial Advisor serving clients locally in Myrtle Beach and Charleston, South Carolina
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
Our service include financial planning, investment management, small business planning, and tax planning. Each solution is customized to align with your financial goals and risk tolerance.
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 each recommendation. That’s why we incorporate comprehensive tax strategies designed 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 improve financial efficiency in your existing business, expand your workforce and benefits, or embark on your dream startup, we can help you plan for what’s next.
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
Oak Street Advisors helps individuals and families build financial security through personalized investment strategies, retirement planning, and wealth management.
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 Advisor
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
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
Find quick answers to the most common questions about our services, approach, and how we can support your financial goals.
Latest Insights
Explore insights from our advisors on retirement strategies, investment trends, and tax planning. Our blog is designed to help you make informed financial decisions.
In the sector of charitable giving a new trend is emerging. This trend pools together the resources of the middle income class and has become for the second largest recipient of charitable funds in the United States behind only the Red Cross. Since the mid 1990’s Donor Advised Funds have
Seldom have I read a blog post that I wish I could share with the entire world, but Tara Siegel Bernard, writing on ‘Bucks’ over at the New York Times just laid one down that I have to share with you. Her post titled ‘Will You Be My Fiduciary‘ and
If you were planning a vacation you would start with a desired destination, select the dates you can go, determine your budget, and then tweak your plans to fit your budget. It is the same with financial planning. You have to determine where you want to go (how much income
Ready to talk?
Schedule a no-cost intro call with one of our fiduciary advisors in Myrtle Beach or Charleston.
