Oak Capital Management

Oak Capital Management is a financial planner in Greenville, SC. The firm provides collaborative financial advice to individuals, families, and businesses, offering specialized services such as wealth management, retirement planning, estate planning, cash flow analysis, and advanced tax planning. The team brings a combined experience of over 150 years to their practice, serving clients with a focus on customized strategies to meet diverse financial goals.

Founded in 2010, the firm was established by partners who transitioned from a corporate environment to better serve their clients' specific needs. The professional team includes nine CERTIFIED FINANCIAL PLANNER™ professionals and several individuals holding graduate degrees in Business and Finance. Their approach is built on a foundation of continuous education and an evolving understanding of the financial landscape. The firm emphasizes a collaborative relationship model, working alongside clients to align financial strategies with their long-term objectives.

The office is located on Executive Center Dr, situated near the Roper Mountain Science Center and the Harrison Hall of Natural Science. The location is a short drive from Woodruff Road and is close to the Butterfly Garden and the Living History Farm.

Oak Capital Management is recognized for its commitment to excellence, integrity, and high-value, reliable service. The firm is known for its dedication to professional development and its ability to guide clients through various life transitions, including retirement and estate issues. By prioritizing long-lasting relationships and a client-first philosophy, the team maintains a strong standing as a trusted partner for complex financial navigation.

With deep industry expertise and a focus on individualized strategies, Oak Capital Management provides essential financial guidance to the Greenville community.

Services:

• Collaborative Financial Advice
• Comprehensive Financial Planning
• Continuous Professional Development
• Custom-Fit Financial Plans
• Wealth Management