OUR PLANNING PROCESS & TEAMWe promise to treat you with respect, always treat you fairly, have no hidden fees, listen intently, and understand your goals. We will clearly answer your questions and help you make good financial decisions.
Our story began in 2005, when Founder and President Joe Taylor decided to open Oak Street Advisors as an independent, fee-only, Registered Investment Advisory firm. Joe previously worked for 16 years with two large Wall Street firms as an advisor where he learned the basics of portfolio management and financial planning. However, he did not always feel that these companies put the interest of their clients first. Often, he felt pressured to sell products rather than provide sound financial advice, something that kept him up at night. After several years of employment with these big Wall Street wire-houses, he decided it was time to follow his true passion - providing fee only fiduciary advice and financial planning to both existing and future clients. By providing comprehensive financial planning, eliminating sales commissions and insurance products, and moving to a fee-only business model, Joe eliminated many of the conflicts of interest rampant in the financial services world. His existing clients supported the transition and future clients sought him out to receive objective and transparent fiduciary financial advice. Over the years Oak Street Advisors has grown and now includes offices in both Myrtle Beach and Mt. Pleasant, SC. Joe's son Bryan, a CERTIFIED FINANCIAL PLANNER (TM) practitioner, joined the team in 2014. Oak Street Advisors then welcomed Ryan Cooper to the staff as a fiduciary advisor and Director of Operations in March of 2021. We invite you to reach out to us today to learn how financial planning and objective, fiduciary advice can help you reach your financial goals. |
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OUR ADV FORM 2
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