Featured Articles

Follow Brett Fellows, CFP® in the Media

August 3, 2022

As founder and chief executive of Oak Capital Advisors in Charleston, South Carolina, Brett engages his skills as a CERTIFIED FINANCIAL PLANNER™ to help small business owners achieve financial independence and exit their business on their terms. He is an author, speaker, and advocate for small business owners in the Charleston community.

July 11, 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.

July 7, 2022

These liquidity and diversification strategies can help you minimize your risks and prepare for a successful retirement.

February 28, 2022

If you’re thinking about exiting your business, asking yourself these five questions can help set you on the right path.

January 28, 2022

Saving for retirement can be tough, especially for small business owners. Here are four retirement challenges and how to approach them.

January 11, 2022

Estimating expenses as you plan for retirement can be tricky. Here are five ways you can help yourself accurately track yours.

December 24, 2021

The Great Resignation has sparked discussion on how employers can improve the work environment for their employees.