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​Chart Your Course to Financial Freedom​

A CFP® professional can help bring clarity to long-term financial planning.

Charleston Fee-Only CFP® Professionals

Planning your finances years into the future can seem impossible when just planning what to cook for dinner is daunting. Working with a CFP® professional can bring structure to the process.

At Oak Street Advisors, our CERTIFIED FINANCIAL PLANNER™ professional creates customized financial plans that consider tax strategy, long-term savings, retirement planning and investment management.

Advisor and client reviewing information on a tablet

We'll Navigate While You Cruise

As your planning partners, together we’ll follow a structured process that includes:
  1. Set Goals: We’ll help you determine financial goals and necessary savings to plan for your lifestyle goals now and later.
  2. Find Gaps: We’ll assess your current savings, investments, insurance coverage, outstanding debts, and other assets to see what needs attention.
  3. Choose Tax-Advantaged Accounts: We’ll advise you on which accounts may support your goals, from HSAs and IRAs to 401(k)s, taxable investment accounts & a combination of all the above.
  4. Protect Your Loved Ones: We’ll decide how much term life insurance you need to support financial protection for those closest to you.
  5. Map Your Retirement: We’ll discuss spending needs, review investment risk, evaluate Social Security timing and consider healthcare planning as we work toward a retirement plan that reflects your goals and circumstances.
  6. Build Your Legacy: It’s not just your financial success we care about. We’ll help you plan and manage an estate that creates a financial legacy for your heirs too.

Our Simple & Transparent Fee Structure

We’re proud to be Fee-Only Financial Advisors because it means everything we do is in service of your goals — we don’t accept commissions or third-party compensation. As a Registered Investment Adviser, our firm maintains a fiduciary commitment to act in your best interest. Together we’ll decide on a straightforward fee structure that is fair to both parties. Then, we set sail.

Fee Structure
Our team

Meet the team

At Oak Street Advisors, we believe financial planning is more than numbers — it’s about empowering people to achieve life goals. With decades of combined expertise, our team delivers tailored strategies for retirement, tax efficiency, and wealth preservation.

Christina Norwood

Christina Norwood

Operations Manager
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Ryan Cooper

Ryan Cooper

Fiduciary Financial Advisor | Associate Financial Planner
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Bryan Taylor, CFP®, Owner and President of Oak Street Advisors

Bryan Taylor, CFP®

Owner & President | Fiduciary Financial Advisor
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“Bryan is the most knowledgeable financial advisor that we have worked with. He is professional, responsive and has the ability to explain everything in layman’s terms. He has helped us reach our goals, and then some! My family wouldn’t be where we are today, financially, without Bryan’s expertise.”

​– Oak St. Advisors client

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.
​
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