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Michelle Myhre, CFP® and Heidi Yoshida, CFP®

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GIVING BACK AND MAKING A DIFFERENCE.

Q. What makes Oak Advisors different from most financial advisors?

A. We are a fee-only, registered investment advisory firm.  As such, we’re regulated by the Securities and Exchange Commission which holds us to a fiduciary standard.  Our fiduciary duty means our advice is in the best interests of our clients and free of conflicts of interest.

Q. What do you view as the most important part of your job?

A. We really try to help people look at their life and make sure they’re living it as they wish. We talk to them about what they want to do and what dreams they want to fulfill. We had a client who was diagnosed with pancreatic cancer and wasn’t given long to live. When you get told something like that, it’s devastating. We worked together closely, revisiting her intentions and her goals. When she went into hospice, we basically went right to the end with her. We take it personally and that’s become the most fulfilling part of this job for us. Anyone can manage your money, but really working with someone through all of life’s stages and right up to the end is very fulfilling.

Q. You’re particularly proud of the Oak Advisor Scholarship of Excellence. Michelle, having received a similar scholarship when you were younger, how important is it to you to help pay it forward?

A. (Michelle Myhre) The scholarship I received helped me to pay for my education. I was very thankful and have never forgotten it.  I vowed that if one day I was able, I would return the favor.  In 2008, my partner, John Chiacchiero, and I established the Oak Advisors Scholarship of Excellence through the Community Foundation of the Lowcountry.  Since then, we have awarded 14 local students funds to help pay for college.

Oak Advisors1

Post Office Box 7318
Hilton Head Island
843-757-9339
OakAdvisors.net