Oceanside Advisors, LLC of Mt Pleasant

Oceanside Advisors, LLC of Mt Pleasant is a financial advisor in Mt Pleasant, SC. The firm serves retirees and those nearing retirement, with a focus on retirement planning, tax planning, and investment management for high net worth individuals and families. Its service area includes Charleston, Mount Pleasant, Johns Island, James Island, and Daniel Island. The firm holds a rating of 5.00 based on 3 reviews. Oceanside Advisors was founded in 2012 and became a registered investment advisor in 2014. As a fiduciary firm, it represents the needs and interests of the people it serves. Two CERTIFIED FINANCIAL PLANNER™ professionals and a CFA charterholder are on staff. The firm produces its own educational material rooted in facts, data, and history, and it takes extra time up front to analyze, educate, and communicate retirement planning options. A three-step process lets prospective clients review an Initial Case Analysis and decide whether the firm is the right fit before engaging the team to implement a plan. The team monitors clients' retirement plans over time and communicates upcoming legislative changes or academic research that may affect a plan. Johann founded Oceanside Advisors in 2012. He holds the Chartered Financial Analyst designation and is a CERTIFIED FINANCIAL PLANNER™, and he is an active member of the CFA Society of SC. He has more than 20 years of personal investing experience and earned a Bachelor's degree in Finance from Ohio State University. Patrick joined Oceanside in the summer of 2017; he is a CERTIFIED FINANCIAL PLANNER™ and holds a Series 65 license. The firm is located at 235 Magrath Darby Boulevard, Suite 150, Mount Pleasant, SC 29464. Oceanside Advisors holds a 5.00 rating from the customers who have reviewed it, reflecting the confidence retirees and near-retirees in Mount Pleasant and the surrounding Lowcountry place in its retirement and tax planning work.

Services:

• Financial Planning
• Investing Strategies
• Tax Planning