Fee-Only Financial Planner | Charleston, South Carolina and Beyond
Financial Planning for CRNAs
Helping you achieve financial independence and Retire on your terms
Named an Investopedia Top 100 Financial Advisor in 2022
The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. With more than 100,000 independent financial advisors in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors.
Money Is Complicated for CRNAs
Few careers offer the financial upside of being a CRNA. Yet, more income, debt, and professional demands can lead to costly mistakes and feeling behind.
You probably have questions…
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About Oak Capital Advisors
CRNAs are passionate experts in their industry. But when it comes to their finances, they want an advisor that actually understands their profession.
We’re an award-winning CFP® Professional helping CRNAs:
- Integrate their practice ownership goals with their personal finances.
- Measure financial progress, grow and protect wealth, and intentionally build a life of abundance.
Take the guess-work out of your financial future.
Start your financial planning journey by booking a complimentary consultation.