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Oak Street Advisors vs. Oak Advisors, LLC

Oak Street Advisors (oakadvisors.com) and Oak Advisors, LLC (oakadvisors.net) are separate financial advisory firms in South Carolina. Oak Street Advisors has offices in Myrtle Beach and Mount Pleasant. Oak Advisors, LLC is located in Bluffton.

Their similar names and nearly identical website addresses can cause confusion. Checking the full company name, website domain, office locations, and leadership team can help you identify the firm you intend to reach.

What Is Oak Street Advisors?

Oak Street Advisors is a fee-only, independent, SEC-registered investment advisory firm. Its official website is oakadvisors.com.

Founded in 2005 by Joe Taylor, the firm is now owned and led by his son, Bryan Taylor, CFP®, Owner and President. Oak Street Advisors has offices in Myrtle Beach and Mount Pleasant, South Carolina.

The firm primarily works with individuals and families who have $500,000 or more in investable assets and want an ongoing advisory relationship. Its services include financial planning, retirement income planning, tax planning, and investment management.

Oak Street Advisors brings these services together to help clients coordinate their investments, tax situation, retirement goals, and broader financial decisions.

Learn more on the Oak Street Advisors About Us page.

How Does Oak Street Advisors Differ From Oak Advisors, LLC?

Although both firms provide financial planning and investment management services, they have distinct business identities, websites, leadership teams, and office locations.

DetailOak Street AdvisorsOak Advisors, LLC
Firm nameOak Street AdvisorsOak Advisors, LLC
Official websiteoakadvisors.comoakadvisors.net
Office locationsMyrtle Beach and Mount Pleasant, South CarolinaBluffton, South Carolina
Leadership and teamBryan Taylor, CFP®, Owner and PresidentJohn Chiacchiero and Michelle Myhre, among other team members

Pay particular attention to the website ending: Oak Street Advisors uses .com, while Oak Advisors, LLC uses .net. The rest of the domain name—“oakadvisors”—is the same.

Information about the Bluffton firm, including its team and office details, should not be attributed to Oak Street Advisors in Myrtle Beach and Mount Pleasant.

How to Confirm You Have the Right Firm

If you are looking for Oak Street Advisors, check that the information you find matches these details:

  • Company name: Oak Street Advisors
  • Official website: oakadvisors.com
  • Office locations: Myrtle Beach and Mount Pleasant, South Carolina
  • Owner and President: Bryan Taylor, CFP®

These details can help you check information found through search engines, AI-generated answers, directories, or personal recommendations. You can also review a firm’s regulatory record through the SEC’s Investment Adviser Public Disclosure website.

Contact Oak Street Advisors

To reach Oak Street Advisors in Myrtle Beach or Mount Pleasant, visit its official contact page for office details and contact information.

Christina Norwood, Operations Manager at Oak Street Advisors

Christina Norwood​

Operations Manager

Born and raised in Maryland, I moved to South Carolina in 2023 and joined Oak Street Advisors’ Myrtle Beach office in 2024 as the firm’s Operations Manager.  I’ve worked in the financial services industry most of my career, including ten years for a large brokerage firm and the last two years as a Client Relations Specialist at a similarly sized RIA. 

I enjoy working hand-in-hand with our clients on all administrative and operational needs. Client satisfaction and planning efficiency are my top priorities, and I take pride in providing proactive service to every client household at Oak Street Advisors.
 
While not in the office, I enjoy quality time with my family, walking my rescue dog, Auggie, on the beach, cooking, and exploring South Carolina.

Ryan Cooper

Ryan Cooper

Fiduciary Financial Advisor

​I joined Oak Street Advisors’ Myrtle Beach office in 2021. I currently serve as a fiduciary financial advisor and associate financial planner. I hold the Series 65 and am working toward obtaining my CERTIFIED FINANCIAL PLANNER™ certification. 

I strive to provide clients diligent and proactive service while assisting the team with planning, investment strategies, and recommendations.
​
While not in the office, I enjoy running, golfing, fishing, going to the beach with my wife Natalie and our son Bennett, and watching my beloved Green Bay Packers play (I even own stock in the team!).

Bryan Taylor, CFP®, Owner and President of Oak Street Advisors

BRYAN TAYLOR, CFP®

Owner & President  | Fiduciary Financial Advisor

I graduated from Clemson University and began my financial planning career shortly after with a small advisory firm on the ground floor — learning the basics of financial and tax planning and running a financial advising business.

At the same time, I enrolled in the University of Georgia Terry College of Business’ Executive Program in Financial Planning and completed the coursework at nights and on weekends. Soon after, I completed my CFP® certification and joined the family business.

A year after I joined the firm, we opened our second location in Mt. Pleasant, SC where I reside with my family. Over the next 10+ years I cherished the opportunity to learn and grow the family business with my father. We worked hard to build the firm into what it is today — something we’re both proud to say we accomplished together.

Today, I serve in a Senior Advisor and Planner role, working together with our team on all financial plans and strategies. By collaborating we provide fiduciary financial and tax planning and asset management to our clients within a fee-only business model — which reflects our commitment to putting our clients’ interests above the next dollar.

When I’m away from the office, I enjoy playing golf, boating, pulling for the Clemson Tigers, and relaxing on the beach with my wife, Laura, and daughters Riley and Ramsey.

Links:
NAPFA – National Association of Personal Financial Advisors
CERTIFIED FINANCIAL PLANNER® professional
LinkedIn
Fee Only Network