Our Philosophy

At Oak Square Advisors, we pride ourselves on our unconventional thinking. Simply put, we feel that it’s not what you make, but what you keep that really matters.

By design, our strategies are meant to be tax efficient and our holistic approach to financial planning helps make sure that you keep as much of your hard-earned money as possible.

Financial Planning

We’d love to talk with you.

CALL US TODAY AT (407) 599-2300 to start a conversation.  Or, If you prefer, click the “Book Now” button below to easily schedule your complimentary 90-minute initial consultation to sit down with our Founder, Danny Gay, AIF®, or Co-Founder, Josh Rose, AIF®.  We have offices in Winter Park, Sarasota, and Jacksonville (or we are happy to speak with you by phone or video conference).

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