Welcome to Oak Capital Management, LLC, and thank you for taking the time to learn about us.
Oak Capital Management, LLC, was founded in 2010 after my colleagues and I decided it was time to break away from the corporate environment, so that we could better serve the financial needs of our clients.
Our team is dedicated to serving our clients through our commitment to continuous growth and professional development. Our team consists of 10 CERTIFIED FINANCIAL PLANNER™ professionals (CFP®), and numerous individuals with graduate degrees in Business and Finance. With an average of eighteen years in the industry, we have the education and experience to create a course of action that helps meet our clients’ needs, today and into the future.
Most of our clients have been with us for many years, and for this reason I am very proud of our team. It is a testament to the fact that we go above and beyond the normal financial advisory role of investments and insurance. We try to be that financial “big brother” that most people would like to have in their corner. Finance, and financial products are complex, but we strive to be straightforward and direct with our advice, and to limit the financial jargon the industry as a whole likes to use.
We are transparent about our fees, and we strive to be on the same side of the table as our clients. We work exceptionally hard to give advice that is in the clients’ best interests, versus commission only-based advisors.
We look forward to hearing from you, and please remember that we are never too busy to help someone that is important to you.
Integrated Financial Plans
Our advisors use a comprehensive evaluation of the client’s unique needs. Using the latest tools and technology, we customize a plan to address their needs and wants based on the client’s financial circumstances. Using a goals-based perspective, our advisors create personal and business funding strategies for their clients. In coordination with recommended investment approaches, we review your plan for tax sensitivity and asset protection needs. We are forward-looking and create plans that incorporate family needs, risk management, and a client’s lifetime gifting desires.
Investment Strategy and Management
Attention to detail is key to planning for financial success. Through proper asset allocation, frequent portfolio review, and cash flow analysis, our advisors provide clients with a strategy that will work for them.
Lifestyle and Legacy Guidance
Nurturing the advisor-client relationship is a crucial aspect of what we do. By getting to know clients and the lifestyles they live, our advisors can address not only their needs, but their wants. The budget planning, debt management, and tax planning our advisors provide put clients in a financial situation that will afford the travel, gifting, and retirement they desire.
501 Wando Park Blvd., Suite 140
Mount Pleasant, SC 29464
Ph: (843) 849-7878
750 Executive Center Drive, Suite 100
Greenville, SC 29607
Ph: (864) 250-9033
19900 W. Catawba Ave. Suite 207
Cornelius, NC 28031
Ph: (704) 895-7475
2113 Highgate St.
Florence, SC 29505
Ph: (843) 661-7655
100 South Main Street, Suite C
Summerville, SC 29483
Ph: (843) 547-0066