Bluffton, SC Office

Oakbourne Advisors provides investment advisory services and related financial planning to individuals, high‑net‑worth households, retirement plans, trusts, and business clients. The firm manages discretionary portfolios—typically built from mutual funds, ETFs, individual equities, preferred stocks and cash—and also offers stand‑alone financial planning and retirement plan consulting; it may allocate portions of client assets to third‑party TAMPs.

The firm begins client relationships by developing a Private Client Profile to document objectives, risk tolerance and other circumstances, then implements and monitors portfolios on a discretionary basis while seeking client trade confirmations as a courtesy. Oakbourne’s investment process incorporates fundamental, technical, charting and cyclical analysis and uses both long‑ and short‑term trading approaches, with reviews conducted at least semi‑annually and trades aggregated when appropriate.

Compared with many peer teams, Oakbourne maintains a multi‑office platform of five offices, a configuration that is uncommon for firms with a similar number of advisors. Some supervised persons also hold outside registrations as broker‑dealer representatives and licensed insurance agents and may offer commission‑based products separately, and the firm generally directs clients to specific custodians (with the option to use block trading and TAMP managers).