Oasis Wealth Planning Advisors
- Financial Consultants
- Financial Planners
- Financial Services
- Financial Advisor
Oasis Wealth Planning Advisors is a tax-focused, fee-only financial planning and investment management firm. Serving clients in Brentwood, Franklin, Nashville, and beyond, Oasis consults on a wide variety of inter-connected financial planning areas that impact its clients and provides actionable steps that clients can have confidence in. In addition to comprehensive planning, Oasis provides academic-based investment management that is tied to each client's goals. The founder of Oasis has a JD, CPA, and CFP® background, bringing a unique multi-disciplined approach to wealth management.
Oasis Wealth acts as consultants in advising on retirement planning (detailed cash flow and net worth projections), income tax consulting and tax preparation, investment advice and investment management, estate planning (tax and non-tax), insurance, executive compensation, and business succession planning. Oasis Wealth does not act in a transactional manner and does not receive commissions (''fee only planning'').
Oasis Wealth works with a wide variety of clients and does not generally have asset minimums. We work with pre-retirees and retirees, and have a special focus on business owners, doctors, and executives due to some unique planning issues.
Whom to Contact
- Steve Martin
Can meet in several offices throughout Williamson County - Brentwood, Franklin.