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Oak Capital Advisors, LLC
Financial Services
Charleston, South Carolina 23 followers
Retirement Planning for CRNAs
About us
Oak Capital Advisors is an independent, fee-only Registered Investment Advisor specializing in retirement planning for business owners. Our experience and expertise make us uniquely qualified to address the financial planning needs of business owners transitioning to the next stage of life–whether that’s full retirement or a version of it. If you’re ready to start planning for your future, we can help you identify your retirement goals and design a path to get you there by giving you the investment, tax, and risk management strategies you need.
- Website
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https://oakcapitaladvisor.com/
External link for Oak Capital Advisors, LLC
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Charleston, South Carolina
- Type
- Privately Held
- Founded
- 2013
- Specialties
- CERTIFIED FINANCIAL PLANNER, Financial Planning, Retirement Planning, Investment Management, Estate Planning, and Exit Planning
Locations
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Primary
Get directions
126 Seven Farms Dr
Suite 160
Charleston, South Carolina 29492, US
Employees at Oak Capital Advisors, LLC
Updates
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Click here to subscribe to our weekly newsletter. We call it the Friday Blitz- the ONLY weekly newsletter on tax, retirement, and investment planning for CRNAs. https://lnkd.in/gQ7iFuVK
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In the MoneyRx for CRNAs Podcast, you’ll go behind the scenes with host Brett Fellows, CFP®, as he explores the unique opportunities and challenges facing Certified Registered Nurse Anesthetists along the path to financial independence. In each episode, Brett shares expert insights and actionable advice, equipping you with the tools you need to take control of your financial destiny and retire on your terms. Click here to listen now: https://lnkd.in/gFEBTCc7
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