OUR JOURNEY
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At Oak Street Advisors, we’re all about helping people make smart financial decisions—with honesty, transparency, independence, and a genuine focus on what’s best for our clients.
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 Advisor (RIA). As the firm grew, so did our ability to serve more families, small business owners, and retirees. In 2014, Joe’s son Bryan joined the team, and soon after we opened a second office in Mt. Pleasant, SC—allowing us to expand our reach and support clients across the state. Today, Bryan carries on the mission as the sole owner of Oak Street Advisors. After working alongside Joe for more than a decade, he continues to lead the firm with the same commitment to transparency, integrity, and personal service. We’ve also grown our team to better support you. Ryan Cooper, a Fiduciary Financial Advisor, joined our Myrtle Beach office in 2021. With a background in business management and a passion for helping clients make sense of their financial lives, Ryan brings a thoughtful, client-centered approach to every relationship. Christina Norwood, our Operations Manager, came on board in 2024—bringing energy, organization, and a strong focus on making your experience smooth and personalized. At Oak Street Advisors, we’re proud of the foundation we’ve built and excited for what’s ahead. Most importantly, we’re here to be your trusted partner in all aspects of your financial life—helping you make informed decisions and feel confident about the road ahead. Click here to learn more about Our Team. |
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