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WHAT WE DO

Services

fee-only fiduciary financial advisors

Our services include retirement planning, investment management, tax-efficient strategies, and estate planning coordination. Each solution is customized to align with your financial goals and risk tolerance.

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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.

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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.

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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.

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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.

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Christina Norwood, Operations Manager at Oak Street Advisors

Christina Norwood​

Operations Manager

Born and raised in Maryland, I moved to South Carolina in 2023 and joined Oak Street Advisors’ Myrtle Beach office in 2024 as the firm’s Operations Manager.  I’ve worked in the financial services industry most of my career, including ten years for a large brokerage firm and the last two years as a Client Relations Specialist at a similarly sized RIA. 

I enjoy working hand-in-hand with our clients on all administrative and operational needs. Client satisfaction and planning efficiency are my top priorities, and I take pride in providing proactive service to every client household at Oak Street Advisors.
 
While not in the office, I enjoy quality time with my family, walking my rescue dog, Auggie, on the beach, cooking, and exploring South Carolina.

Ryan Coope

Ryan Cooper

Fiduciary Financial Advisor

​I joined Oak Street Advisors’ Myrtle Beach office in 2021. I currently serve as a fiduciary financial advisor and associate financial planner. I hold the Series 65 and am working toward obtaining my CERTIFIED FINANCIAL PLANNER™ certification. 

I strive to provide clients diligent and proactive service while assisting the team with planning, investment strategies, and recommendations.
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While not in the office, I enjoy running, golfing, fishing, going to the beach with my wife Natalie and our son Bennett, and watching my beloved Green Bay Packers play (I even own stock in the team!).

Bryan Taylor, CFP®, Owner and President of Oak Street Advisors

BRYAN TAYLOR, CFP®

Owner & President  | Fiduciary Financial Advisor

I graduated from Clemson University and began my financial planning career shortly after with a small advisory firm on the ground floor — learning the basics of financial and tax planning and running a financial advising business.

At the same time, I enrolled in the University of Georgia Terry College of Business’ Executive Program in Financial Planning and completed the coursework at nights and on weekends. Soon after, I completed my CFP® certification and joined the family business.

A year after I joined the firm, we opened our second location in Mt. Pleasant, SC where I reside with my family. Over the next 10+ years I cherished the opportunity to learn and grow the family business with my father. We worked hard to build the firm into what it is today — something we’re both proud to say we accomplished together.

Today, I serve in a Senior Advisor and Planner role, working together with our team on all financial plans and strategies. By collaborating we provide fiduciary financial and tax planning and asset management to our clients within a fee-only business model — which reflects our commitment to putting our clients’ interests above the next dollar.

When I’m away from the office, I enjoy playing golf, boating, pulling for the Clemson Tigers, and relaxing on the beach with my wife, Laura, and daughters Riley and Ramsey.

Links:
NAPFA – National Association of Personal Financial Advisors
CERTIFIED FINANCIAL PLANNER® professional
LinkedIn
Fee Only Network