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. We have a legal and ethical obligation to put your interests first, and we take this responsibility very seriously.
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. We have a legal and ethical obligation to put your interests first, and we take this responsibility very seriously.
Services
My career began in the golf industry in 1996, the same year a person named Tiger Woods (maybe you've heard of him) announced he was turning professional. The economy was great, our location was perfect, and the next 5 years we rode the golf boom. Right place at the right time. By 2003, I was vice president of a multi-facility golf operating company.
We understand how difficult it is to find time to plan for the future when you're busy managing the day-to-day demands of your business. At the same time, the longer you wait to get started, the less control you have over the outcome. Let's change that.
By delegating the big financial decisions to a trusted advisor who's dedicated to addressing the unique planning needs of business owners, you can continue to do what you love while feeling confident about what lies ahead.Whether your goal is to work less or stop working altogether, pursue a new passion, spend more time with family, or travel the world, we want to help you confidently achieve your ideal retirement.
By delegating the big financial decisions to a trusted advisor who's dedicated to addressing the unique planning needs of business owners, you can continue to do what you love while feeling confident about what lies ahead.Whether your goal is to work less or stop working altogether, pursue a new passion, spend more time with family, or travel the world, we want to help you confidently achieve your ideal retirement.
Go behind the scenes with CERTIFIED FINANCIAL PLANNER and Certified Exit Planner Brett Fellows to hear stories of how leading entrepreneurs and business owners navigate the inevitable challenges that arise on the path to financial freedom. You'll get insights from real business owners about how to break through to the next level in your business and retire on your terms.
A personalized assessment that shows you how to improve your retirement success and reduce your tax bill before paying us a single dollar. To get a head-start on your retirement plan, help you evaluate the value of our services, and make an informed decision. Business owners and their families who have accumulated investment and retirement assets of $500,000 or more.
Reviews (1)
Pat Hogan
Jul 21, 2016
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Brett is an excellent financial planner. He helps develop a plan to help you achieve your short and long term financial goals. He does a good job of listening to your needs and always takes time to discuss and explain your options. In addition, Brett's personable manner and his professionalism makes him an easy person to recommend to my friends.
