# Oak Co Financial

- **Website:** <https://oakcofinancial.com>
- **Primary alias:** `oakcofinancial.com`

## Description

Oak & Co. Financial provides personalized financial planning and investment management through Amanda Bateman, a CERTIFIED FINANCIAL PLANNER™ professional based in Fort Mill, South Carolina. With nearly two decades of experience in financial services, Amanda works with busy families, independent women, business owners, and people approaching or living in retirement. Her approach emphasizes clear explanations, collaborative planning, and advice tailored to each client’s life and goals.

Clients can choose from financial coaching, comprehensive financial planning, or planning combined with investment management. Services may include cash flow and budgeting, debt reduction, retirement planning, college savings, wealth management, tax-efficient planning, insurance analysis, estate planning coordination, legacy planning, charitable giving, and retirement plans for business owners. Oak & Co. also helps clients navigate major life transitions, coordinate personal finances with business ownership, and assess what retirement could make possible.

The process begins with a clarity call, followed by selecting a suitable level of support and building a plan with ongoing accountability.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [instagram](https://instagram.com/oakcofinancial)
- [facebook](https://facebook.com/OakCoFinancial)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idfvXP8H8F/w/2084/h/730/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791013686472)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idfvXP8H8F/w/960/h/960/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791013686626)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Copper | #c28732 | accent |
| Nile Blue | #1b3a4b | dark |
| Rose Bud | #faaca8 | light |

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_Source: <https://brandfetch.com/oakcofinancial.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._