Fiduciary, Always
Legally obligated to act in your best interest — not ours. That standard never changes.
Fee-Only Structure
Compensated only by you. No commissions, no product sales, no hidden conflicts of interest.
Tax-First Planning
A CPA and tax attorney lead our planning process — proactive tax strategy is built into everything we do.
Deep Credentials
CFP®, CPA, JD, LLM, CFA on staff. Rare cross-disciplinary expertise behind every client relationship.
Retirement Planning
We Help Answer Your Most Pressing Retirement Questions
Retirement is full of questions that have no obvious answers — and where the wrong decision can cost tens of thousands of dollars. Here is what our clients come to us asking.
Am I on track for a secure retirement?
Based on detailed cash flow and net worth projections, we help you understand exactly where you stand — and what adjustments, if any, are needed to reach the retirement you have envisioned.
Learn More →How do I create a reliable income stream I won't outlive?
Using our matching bucket approach, we help you build a retirement income strategy that provides near-term security and long-term growth — so you can spend with confidence in any market.
Learn More →What are the top strategies to minimize income taxes?
A good advisor may help you save tens or hundreds of thousands of dollars through Roth conversions, tax-efficient withdrawals, and proactive year-round planning — led by a CPA and tax attorney.
Learn More →When is the right time to claim Social Security?
Claiming at 62 versus 70 can mean hundreds of thousands of dollars over a lifetime. We analyze your full picture — health, spousal benefits, other income, and tax impact — before you make this irreversible decision.
Learn More →What's the right mix of stocks and bonds for my stage of life?
As a near-retiree or retiree, your asset mix should be quite different than it was a decade ago. We craft evidence-based, tax-efficient portfolios built for income, growth, and longevity.
Learn More →How do I discover and define my purpose in retirement?
Retirement is your encore — not a withdrawal. Our life-centered planning approach helps you identify, plan for, and live the retirement you actually want, with the money you have.
Learn More →Are you using your life to pursue money — or your money to pursue a life?
Who We Serve
Near-Retirees
Whether you are two or ten years from retirement, you are focused on making critical decisions that will have a significant impact on your retirement years.
Retirees
You are retired, and you now realize you need a fiduciary retirement specialist to bring you peace of mind and security while crafting a reliable income stream.
Widows
Losing a spouse is one of life's most profound transitions. At Oasis, we work with widows to bring clarity, organization, and a compassionate hand to their financial lives — helping them build confidence in the path ahead.
Getting Started
A Simple, Straightforward Path to Your Financial Plan
Getting started with Oasis is designed to be comfortable and low-pressure. Here is what you can expect.
Introductory Call
A relaxed, no-obligation conversation to explore whether Oasis is the right fit — and to answer any questions you have about our approach, fees, and team.
Deep-Dive Discovery
We gather a complete picture of your financial life — assets, income, taxes, goals, and the concerns keeping you up at night. Nothing gets missed.
Your Financial Plan
We build and present a comprehensive, personalized plan integrating retirement income, investment strategy, and proactive tax planning — then implement it together.
Ongoing Guidance
Life changes. Markets change. Tax laws change. We stay engaged — reviewing, adjusting, and proactively advising so your plan stays current year after year.
Comprehensive Services
Tax-Focused Financial Planning & Investment Management
At Oasis, retirement planning, tax planning, and investment management are never separate silos. Everything is coordinated — because your financial life is.
Retirement Income & Cash-Flow Planning
Detailed projections and spending analysis to help ensure your assets last throughout retirement, stress-tested against market downturns, inflation, and longevity.
Proactive Income Tax Planning
Year-round tax strategy led by a CPA and tax attorney — including Roth conversions, tax-loss harvesting, and withdrawal sequencing integrated with your retirement income plan.
Evidence-Based Investment Management
Disciplined, research-backed portfolio construction using our matching bucket approach — cost-efficient, diversified, and aligned with your income needs and timeline.
Social Security & Pension Optimization
When and how you claim can mean tens of thousands of dollars over your lifetime. We analyze all your options thoroughly before you make this irreversible decision.
Estate & Insurance Planning Coordination
We review beneficiary designations, insurance coverage, and estate planning documents to ensure your wishes are protected and assets transfer efficiently.
Life-Centered Planning
Planning is about more than numbers. We help you identify what you want your retirement to look like — and build a financial plan that supports that vision.
Why Clients Choose Oasis
Independent Guidance You Can Trust
As a fee-only, independent firm, we have no financial incentive to recommend anything other than what is right for you.
Serving Clients Across the U.S. — In Person and by Video
Headquartered in Nashville. Serving via regional hubs across the Southeast and beyond. Fiduciary guidance wherever you are.
Nashville Region
Nashville · Brentwood · Franklin · Murfreesboro
Where Oasis was founded — our deepest roots and longest client relationships.
Nashville Advisors →Atlanta Region
Atlanta · Alpharetta · Sandy Springs · Buckhead · Kennesaw
Four professional meeting locations across Atlanta's northern suburbs.
Atlanta Advisors →Philadelphia Region
Philadelphia · Main Line · South Jersey
Fee-only fiduciary planning with a locally rooted advisor.
Philadelphia Advisors →Meet From Anywhere — Same Personal Guidance
Geography doesn't limit us. We serve clients throughout the U.S. by secure video with screen sharing — at a time that works for you. Many clients prefer video for its convenience without sacrificing the depth of an in-person relationship.
Schedule a Video Call →
Free Download
Get "15 Steps to Financial Freedom" Today
Learn the key steps to take in reaching your financial goals and finding financial freedom. Download this free guide from the Oasis team today.
Ready to Get Started?
Let's Talk About Your Retirement
If you are looking for a trusted, fee-only fiduciary financial advisor — someone who is legally required to act in your best interest and never earns a commission — we would welcome the opportunity to connect.
In-person or video · Nationwide Where Licensed or Exempt · Contact us · All advisors are fiduciaries