Myrtle Beach Fee-Only Certified Financial Planners®

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, including goal setting and savings discussions.

At Oak St. Advisors, our CERTIFIED FINANCIAL PLANNER™ professional creates customized financial plans that consider tax strategy, long-term savings, retirement planning and investment management. We take a holistic approach to budgeting, tax strategies, insurance, retirement, and investing—no financial component left behind!​

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 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.
BRYAN TAYLOR, CFP®
Owner & President
RYAN COOPER
Fiduciary Financial Advisor
CHRISTINA NORWOOD
​Director of Operations
“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
OAK STREET ADVISORS
1335 44th Ave. N, Ste 201
Myrtle Beach, SC  29577

PHONE: (843) 946-9868​
E-MAIL: [email protected]

Investment advisory services offered through Oak Street Advisors, an SEC registered investment advisory firm. Registration as an investment advisor does not imply a certain level of skill or training. The firm’s current ADV Part 2A discussing services and fees is available by request or online at https://adviserinfo.sec.gov/. 

Content on this website is believed to be from reliable sources but is not guaranteed. It is provided for general informational purposes only and does not constitute tax, legal, or investment advice. This information should not be considered a recommendation or solicitation to buy or sell any security.