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JOE TAYLOR
Owner & Founder 
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MEET THE OAK STREET TEAMI began my career in financial services in 1989, working for the biggest name on Wall Street. I have no complaints about this former employer- their training was excellent. I learned about a wide variety of financial products because I was expected to sell a wide variety of financial products. This was in the days before there was an internet, and the proprietary technology of the Wall Street behemoths was unparalleled. In 1999 a competitor offered me a fairly large sum of money to walk across the street. I took the check and settled in with another big Wall Street firm.
Then came the dot-com boom. Money was printed every week as IPO after IPO hit the market. Life was good…until it all fell apart. Bloodied by the fall of the markets, my employer decided it was time to shutter operations in smaller markets like Myrtle Beach. Once again, the wire-houses came calling with their checkbooks open. But this time things were different. The internet had been born and with it came discount brokers, access to more research options, financial planning platforms, and a whole new option. |
With 16 years of experience, I had seen firsthand the shortcomings of the Wall Street model. Sales contests, product pushing, research that revolved around getting a company’s investment banking business. I knew clients did not come to me to find the products my firm sold, they came looking for advice and now I had a chance, and the tools, I needed to provide the advice they were searching for.
I had learned about a business model that put me on the same side of the table as my clients. I had heard about a group of advisors who only charged fees for their services rather than receiving a commission for making a sale. And so, I said no to more of the same. Rather than accept another check to move myself and my clients into the arms of another big Wall Street firm, I took a leap of faith and opened Oak Street Advisors as a fee only, independent, registered investment advisory firm.
I was fortunate to have some of the best clients in the world. They believed in me and they bought into my dream. It wasn’t easy and it was very scary, but together we made it work.
Over the years I have been lucky to meet others who understood the value of advice and knew they wanted a relationship with an advisor who would put their interest first and foremost. They knew they needed advice and counsel, not a product or the stock of the week.
My business grew and I was thrilled to be able to hire my son, Bryan, to work with me. In 2015 we opened another office in Mt. Pleasant where we bring our passion for fairness and diligence to those in Charleston, SC and the surrounding area.
Bryan had always had an interest in joining the family business, but fresh out of college I told him no. I wanted him to experience the struggles every young adult must face to learn some hard lessons and make some mistakes. I wanted him to know just how hard it was to save a dollar, so he would appreciate the hard work and sacrifice our clients must make to build the nest eggs they entrust to us to manage and grow. I also wanted Bryan to experience life as an employee of someone other than dad. If he didn’t have some point of reference, I would always be the bad guy.
In my free time I enjoy playing golf, bike riding, and traveling. I have a daughter, Madison, who lives in Denver, CO who always gives me an excuse to travel West. My wife, Patricia, is my travel partner and we have been happily married for 45 years.
Published Papers - Adding a Third Dimension to Bond Analysis- Journal of Financial Planning
Quoted in the Media:
Watch your wallet: Saving tips from Grand Strand experts as prices rise with inflation - WPDE
5 questions to ask before buying life insurance - Nation World News
What’s the difference between an IRA and a 401k? - The US Sun
Advisers and clients worry about Obamacare changes under Trump - Investment News
Improving your credit score isn't impossible - WMBF News
13 Best Fall 2021 Money Resolutions to Make: It’s Not Too Late to Get Started - GO Banking Rates
Financial advisor offers tips for lottery winners as Mega Millions jackpot grows - WMBF
Compound Interest - MoneyGeek.com
Other Links:
NAPFA - National Association of Personal Financial Advisors
Fee-Only Planning Network
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BRYAN TAYLOR, CFP®
Vice President Fiduciary Financial Advisor 
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I began my financial planning career working for a small advisory firm on the ground floor, learning the basics of financial planning and running a financial advising business. At the same time, I enrolled in the University of Georgia Terry College of Business to learn the educational side of financial planning at nights and on weekends. Soon after, I completed my CFP® certification and joined Oak Street Advisors.
I am now serve in a Senior Advisor and Planner role, working together with my father and Coop on all financial plans and strategies. By collaborating we provide objective fiduciary financial planning and asset management to our clients within a fee-only business model which reflects our passion of putting our clients’ interest above the next dollar. Regardless of our engagement, we know that if we take care of the client first, we will then reap the rewards through both our clients’ and firms’ success. When I'm away from the office, I enjoy playing golf, boating, and relaxing on the beach in the Mt. Pleasant area with my wife Laura and daughters Riley and Ramsey. Links: NAPFA - National Association of Personal Financial Advisors Certified Financial Planner© Professional Fee Only Network |
“Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with flame design), and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”
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RYAN COOPER
Fiduciary Financial Advisor Director of Operations 
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I joined Oak Street Advisors’ Myrtle Beach office in 2021. I currently serve as a fiduciary financial advisor and the firms' Director of Operations. I hold the Series 65 and am enrolled in the University of Georgia Terry College of Business Financial Planning Certification Program as I work towards obtaining my CERTIFIED FINANCIAL PLANNER (TM) accreditation.
I strive to provide clients diligent and proactive service while assisting Joe and Bryan with planning and investment strategies and recommendations. While not in the office, I enjoy running 5 and 10Ks with my longtime girlfriend, golfing, fishing, going to the beach, and watching my beloved Green Bay Packers play (I even own stock in the team!). |
“Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with flame design), and CFP® (with plaque design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”