Financial Planning
for CRNAs

Helping you achieve financial independence
and Retire on your terms

Brett Fellows Investopedia Top 100

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. 

Fee-Only Financial Planner | Charleston, SC | Oak Capital Advisors
Fee-Only Financial Planner | Charleston, SC | Oak Capital 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…

“How do I get answers to my financial questions that also empower me to make financial decisions?”

“How do I gain more confidence and peace in my financial future and how will I know when working is a matter of choice for me?”

“Can someone structure my financial planning so I can go on auto-pilot mode because we’ve set a plan, and we’re adhering to it?”

“Is there an advisor who is comprehensive and focused on the unique financial needs of CRNA professionals?”

Interested in Working Together?

Get started in three easy steps:

Step #1: Schedule Your Pre-Op Assessment

Learn how we can help you lower taxes and improve retirement success.

Step #2: Take a Time-Out!

Reflect on whether our expertise will benefit you and your family.

Step #3: Induction of Ongoing Advice

Hire us to do the heavy lifting so you can enjoy retirement!

Why Oak Capital Advisors?

The Oak Capital Difference

Experts in helping CRNAs maximize income, reduce taxes, and invest smarter.

What you get:

Fiduciary Responsibility

We have a legal and ethical obligation to put your interests first.

Transparent Pricing

We pride ourselves on providing the best service tailored to practice owners and have no hidden fees.

Unique Expertise

Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ Professionals.

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.
Brett Fellows, CFP®

Take the guess-work out of your
financial future.

Start your financial planning journey by booking a complimentary consultation.