Helping Family Business Owners Create Reliable Income in Retirement
Why Oak Capital?
Not all financial advisors are created equal
We have a legal and ethical obligation to put your interests first and we take this responsibility very seriously.
We are compensated exclusively by the fees paid by our clients. No commissions, third-party payments or hidden fees.
Formal recognition of expertise. Only 25% of all financial advisors* in the industry can claim this distinction.
* Source: www.cfp.net, www.cerulli.com
Let the stories speak for themselves...
CASE STUDY #1: Business Owner
Jim was a seasoned entrepreneur who was aproached with an unsolicited offer to purchase his company. The acquiring company wanted Jim to stay on for 3 years…
CASE STUDY #2: Professional
David and Kelly have recently retired from rewarding careers and have lots of plans for the future. They want to ensure that their retirement plan not only enables…
Financial Planning Services
A fee-only financial advisor for business owners and professionals planning for retirement
Don't Just Check The Boxes. Change The Game.
Technology Meets Retirement Planning
All of your financial accounts in one place!
A research group once described financial planning as feeling like a mix between a dental visit, math class, and marriage therapy. Making smart decisions with your money shouldn't be painful - it should be rewarding!
We have partnered with industry-leading technology partners to help make sure your experience with our firm is nothing like a trip to the dentist. Our goal is to help simplify your financial life and put together a plan that you can actually understand.
Available to our amazing clients at no extra charge.
What is Exit Planning?
Exit Planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions. It is an established process that creates a written road map, or Exit Plan, involving the efforts of several professionals facilitated and led by an Exit Planning Advisor who ensures not only the Plan's creation but also its timely execution.
Oak Capital Advisors, LLC
We are a fee-only financial planning firm headquartered in Charleston, SC. We specialize in Retirement Planning for business owners or professionals who are retired or approaching retirement.
We help you successfully exit from your business when you want, for the money you need, on your terms. Your payoff is a "10" level of confidence that no matter what happens in the markets, the economy, or the world, you will achieve your Goals.