Oak Advisors LLC

3 Clarks Summit Dr Ste 201 The Plaza At Belfair Bluffton

843-757-9339

3 Clarks Summit Dr Ste 201 Bluffton

843-757-9339

The Plaza At Belfair

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Oak Advisors, LLC (Oak Advisors) is a fee-only, registered investment advisory firm that provides wealth management services including financial planning, investment advice, portfolio management, and performance monitoring for individuals, companies, trustees, and administrators.Oak Advisors is regulated by the Securities and Exchange Commission (SEC). We have a legal duty to act in the best interests of our clients. This fiduciary duty means that we put the best interests of our clients first.As we are compensated solely by the fees you pay us and not transactions or product sales, our interests are in keeping your overall expenses low. This means that our advice is unbiased and completely objective with no conflicts of interest. Our sole focus is on helping you meet your financial goals.

Investment Advisory Service, Financial Planning Consultants