Maxwell F. Boyd, CFP®

As a CERTIFIED FINANCIAL PLANNER™  professional with Oak Capital Management, my team and I are dedicated to helping individuals and businesses build their financial futures. We work hard to ensure that our clients receive the highest level of personalized service in the development of a plan that will help them achieve their financial goals.

 I recognized a passion for working with businesses, both small and large, to develop tax-efficient wealth building strategies as well as business continuation strategies. My partners and I work hand-in-hand with business owners to protect current assets and position their businesses for future growth. 

In addition to my work with local businesses, I am a member of Equitable Advisors Retirement Benefits Group that serves non-profit organization employees. One of my focuses is helping teachers, administrators and staff members effectively plan for their retirement.

I have built relationships with both attorneys and CPA's in the Charleston area in an effort to efficiently guide individuals and businesses in the financial process.

I have a Bachelor's degree from the University of South Carolina and have acquired multiple certifications, and completed courses that enable me to assist my clients in successfully reaching their financial goals.

These certifications and courses include:

• CERTIFIED FINANCIAL PLANNER™ professional
• FINRA Securities Registration: Series 7
• FINRA Securities Registration: Series 66
• KaplanUniversity: Financial Planning Education Program

I have a passion for Brazilian JiuJitsu and currently hold the rank of Black Belt.

For appointments, please contact Christie Williams at christie.williams@equitableadvisors.com

CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.