Bryan Taylor, CFP®
Planning for the Best of Your Life | Fee Only | Fiduciary
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Serving Clients Nationwide
Planning for the Best of Your Life | Fee Only | Fiduciary
Areas of Focus
- Business Owners
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Bryan Taylor, CFP®
Hi, I'm Bryan Taylor. 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 conviction of putting our clients’ interest 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.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- National Association of Personal Financial Advisors
Primary Location
884 Allbritton Blvd., Suite 215 Mt. Pleasant, SC 29464
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Oak Street Advisors
Oak Street Advisors is a fee only financial planning and investment advisory firm. We work with both individuals and small businesses.The reason Oak Street Advisors chose to be a fee only financial advisory firm is simple. We believe our clients are looking for solutions to their financial problems not financial products. By opting to work on a fee only basis Oak Street Advisors can eliminate many of the conflicts of interest inherent in the business models of many who hold themselves out as providing financial advise. Oak Street Advisors is a member of the National Association of Personal Financial Advisors (NAPFA), an organization that champions the cause of fee only investment advise and comprehensive financial planning.
As a Registered Investment Advisory firm, Oak Street Advisors is bound to accept a fiduciary standard of care for all our clients. The fiduciary standard is the highest level of care, requiring us to always put the needs of our clients first. Our clients know that Oak Street Advisors will always make recommendations based on what we believe to be in their best interest. We aim to fully disclose any conflicts of interest and take steps to mitigate any that arise.
Best of all, Oak Street Advisors always treats our clients like family. We know our clients by name, not by an account number. To provide truly valuable financial planning, we know about you, your family, your dreams, and your fears as well as your bank balance.
Education
Wilbur O. and Ann Powers College of Business at Clemson University, Bachelor of Arts (B.A.), Political Science, Minor in History
Hobbies and Interests
- Beach
- Boating
- Family
- Golf
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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FAQs
FAQ Disclosures
Investment advisory services offered through Oak Street Advisors, an SEC registered investment advisory firm. Registration as an investment advisor does not imply a certain level of skill or training.
