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Our goal is to create long-term client relationships built on trust and transparency.

We’d love to hear from you. If you’re a small business owner looking for a fiduciary, fee-only financial planner to help you achieve financial independence, please contact us or schedule an introductory phone call.

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126 Seven Farms Drive
Suite 160
Daniel Island, SC 29492
(843) 284-0798
brett@oakcapitaladvisor.com

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