Your Partner From Confusion to Clarity
Amanda Bateman, CFP® — Founder & Financial Advisor
I’ve Been You
I grew up as a first-generation college graduate — which meant I was also the first in my family to navigate student debt, financial independence, and questions nobody had modeled for me.
That debt wasn’t just a number. It was the weight of not knowing if I was making good decisions, if I’d ever get ahead, if financial clarity was even possible for people like me.
So I did what I always do: I worked hard, asked questions, and figured it out. And I learned something that changed everything — financial confidence isn’t just about numbers. It’s about having a real partner in your corner. That experience lit a fire in me. And it’s the reason Oak & Co. exists.
The name carries deep personal meaning.
Oak
Oak honors my son Maddox, who was stillborn full term in 2011. He’s buried beneath an oak tree — a symbol of roots, strength, and legacy. Even in loss, there is growth. Even in hardship, there’s something solid to build on.
& Co.
& Co. represents my three living children — the people I’m building this for, the reason I show up every day committed to excellence, and a reminder that business is ultimately about people and family.
When I’m not working with clients, I’m homeschooling our three kids alongside my husband Chris, serving our community in Fort Mill, and living out the same values I bring to every financial planning relationship. This work isn’t just what I do — it’s who I am.
The Training Behind the Trust
Nearly two decades in financial services. CERTIFIED FINANCIAL PLANNER™ certified since 2018 — one of the most rigorous certifications in the profession, requiring extensive education, a comprehensive exam, and an ongoing commitment to ethics and continuing education. Series 7 and Series 66 licensed. Life and Health insurance licensed in the Carolinas.
But credentials are the floor, not the ceiling. What they tell you is that I’ve done the work to be here. What they don’t tell you is that I’ll answer your texts, remember your kids’ and pets’ names, and stay in your corner through every season.
What Partnership Actually Looks Like
Come as you are — there’s nothing to prepare and nothing to prove.
Every client relationship starts with a Clarity Call — a 30-minute conversation designed around you. No agenda to sell you something. Just honest space to talk about where you are and where you want to go.
From there, we build something that actually fits your real life. Not a plan that sits in a drawer. A living, breathing strategy that grows with you — and an accountability partner who shows up every step of the way.
I work with three service levels — Financial Coaching, Financial Planning, and Financial Planning with Investment Management — so wherever you are in your journey, there’s a place for you here.
Why This Work Matters to Me
Financial planning is, at its core, an act of stewardship. How we manage what we’ve been given — our resources, our time, our future — reflects what we value most.
My faith is at the center of everything I do. I didn’t stumble into this work. I was called to it. Whatever you do, work at it with all your heart — and that’s exactly how I show up for every client, every plan, every conversation. Not because it’s my job. Because it’s my calling.
“Whatever you do, work at it with all your heart, as working for the Lord, not for human masters.” — Colossians 3:23
And I genuinely believe the best financial planning happens in partnership. Not one person telling another what to do — but two people sharpening each other, asking hard questions, and building something better together than either could alone. That’s the kind of partner I want to be for you.
“As iron sharpens iron, so one person sharpens another.” — Proverbs 27:17
What Clients Are Saying
“Working with Amanda has been a great experience. She is kind, patient, and takes the time to truly understand you and your goals. She prioritizes what matters most to you and carefully walks through every detail to ensure nothing is overlooked. I would recommend her to anyone looking for a thoughtful and trustworthy partner in their financial journey.”
— Paige R.
Director of Community Partnerships
“I can’t recommend Amanda highly enough as a financial advisor. Her knowledge and resources are impressive, but what truly sets her apart is how genuinely she cares and always has my best interests at heart. She consistently goes above and beyond, and the level of service she provides far outweighs her fees. If you’re looking for someone who will treat your finances as if they were her own, Amanda is your person.”
— Joelene “Joe” O.
Marketing Director
More kind words coming soon.
Ready to Stop Wondering and Start Knowing?
You deserve a financial partner who actually gets your life — your family, your goals, your dreams, and your values.
No pressure. No pitch. Just an honest conversation about your financial future.