Oasis Wealth Planning Advisors, LLC
AccountantsFinancial & Investment ServicesTax Preparation
Oasis Wealth Planning Advisors is a tax-focused, fee-only financial planning and investment management firm. Serving clients in Middle Tennessee (Brentwood, Franklin, Nashville, Murfreesboro, Hendersonville) and beyond, Oasis consults on a wide variety of inter-connected financial planning areas and provides actionable steps to help clients bridge the gap from where they are today to where they want to be tomorrow. In addition to comprehensive financial planning, Oasis Wealth provides academic-based investment management that is tied to each client's goals. Steve Martin, the founder and Wealth Planning Advisor for Oasis Wealth Planning, has a JD, CPA, and CFP® background, bringing a unique multi-disciplined approach to wealth management.
Oasis Wealth Planning acts as consultants in advising on retirement planning (detailed cash flow and net worth projections), income tax consulting and tax preparation, charitable planning, investment management, estate planning (tax and non-tax), insurance, executive compensation, and business succession planning. Oasis Wealth Planning works with clients throughout their journey as changes occur to the client’s situation, tax laws, and the economy. The firm does not receive commissions (''fee-only planning'') and acts as a fiduciary.
Oasis Wealth Planning works with a wide variety of clients that are seeking peace of mind. This boutique wealth management firm serves both pre-retirees and retirees, and has a special focus on business owners, doctors, and executives due to some unique planning issues.