Oak Street Advisors

Oak Street Advisors is a small, fee-only financial planning and investment advisory firm located in Myrtle Beach, South Carolina. Employing three individuals, the company generates an annual revenue of $2.5 million. They are a registered investment advisory firm committed to providing comprehensive financial planning services to a diverse clientele. Oak Street Advisors serves both individuals and small businesses, offering tailored financial solutions to meet their unique needs. Their services encompass a wide range of financial planning areas, including investment management, retirement planning, and college savings. The company distinguishes itself through its fee-only structure, which eliminates potential conflicts of interest inherent in commission-based models. As a member of the National Association of Personal Financial Advisors (NAPFA), Oak Street Advisors adheres to the highest ethical standards and a fiduciary duty, prioritizing their clients' best interests above all else. They emphasize transparency, openly disclosing any potential conflicts of interest and actively mitigating them. To connect with Oak Street Advisors, visit their website at oakadvisors.com.