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Clarity for Today. Confidence for Tomorrow.

Looking for peace and security for your retirement?

We are tax-focused, fee-only financial planners, serving near-retirees, retirees, and widows.

We address your pressing questions about retirement

Am I on track for a secure retirement?

Based on your detailed cash flow and net worth projections (aka "financial modeling"), we help answer the question "am I on the right track for retirement?" Proper detailed retirement analysis can help answer the following key questions:

  • Am I saving enough for retirement?  
  • What are the trade-offs of different retirement dates?
  • How do I properly balance living for today versus planning for tomorrow?
  • How much can I confidently spend in retirement?
  • How can I develop a financial roadmap for my future?

How do I create a reliable income stream in retirement that will last my lifetime?

You may no longer receive a paycheck yet you still have dreams and expenses. Yesterday's approach to retirement -- living off of dividends, interest and a pension -- is no longer a viable option for most retirees. Annuities are costly and inflexible. The traditional approach of managing a portfolio has disadvantages. Enter the matching approach. Let us show you how how creating the Matching Bucket and the Growth Bucket can provide security, peace of mind, and long-term financial independence during good and bad markets. 

What are top strategies to minimize income taxes?

A good advisor may help you save tens or hundreds of thousands of dollars leading up to and through retirement.  You have come to the right place.  Whether it is maximizing benefits at your workplace, implementing Roth conversions at key years around your retirement date, or developing a tax-effective withdrawal strategy, our tax-focused advisors lead by a CPA and tax lawyer seek ways to minimize taxes that are integrated with your overall financial plan. 

How do I discover and define my purpose in retirement?

Your retirement may look quite different than your parents' retirement. Better health, increased longevity, and greater wealth can lead to the best stage of life yet.  Whether you call this period the Third Act, rewirement, retirements, or the new retirement, what are you going to do with it?  Our life-centered approach to financial planning is about way more than investments, tax-efficient withdrawal strategies, and budgets -- it's centered on your life.

What's the right mix of stocks and bonds?

As a near-retiree and retirees, your asset mix should be quite different than it was 10 years ago. You need income for the short and medium-term, yet you need growth to out pace inflation and meet your long-term needs. Crafting the right mix of stocks and bonds with a focus on tax-efficiency, lower-cost investments, and evidenced based investing can make all the difference in providing the financial independence you deserve.

When is the right time to take my Social Security and pension?

The right time to take Social Security is not the same for everyone. We will review your cash flow, your income taxes, and your overall situation in making our recommendations.  Similarly, deciding whether to take your pension as a lump sum or an annuity is dependent on factors unique to you, the interest rates, and other factors.

How do I select the right health insurance?

Health costs in retirement can be dramatic, but it doesn't have to cause stress. Whether you are retiring before Medicare age and need to evaluate qualifying for health insurance subsidies or you are trying to evaluate Medicare Supplemental policies, it's critical to use an advisor that analyzes this decision in an integrated manner while focusing on the details of this critical need.

How do I leave a legacy to my loved ones?

Whether you plan to leave assets to your spouse, your children, your grandchildren, or your favorite charities, you may need to update key documents to ensure your estate passes to your heirs  rather than others or the government:

  • Wills and trusts
  • Beneficiary designations
  • Durable power of attorney, living wills, and health care surrogate.

Oasis = Peace


A place of peace, safety, or happiness in the midst of trouble.

Fiduciaries & Fee-Only


Acting in your best interest with a servant mentality. We do not receive commissions of any kind.

Retirement Specialists


Specializing in the unique issues near-retirees, retirees, and widows face.

Experienced Team 


Team of Credentialed Advisors  
50+ Years of Experience
CFP® Professional, CPA, CFA, JD, MBA 

Videos and Overview

Planning Is A Journey

Is life too busy or do you find your financial affairs overly complicated? This short video explains how you can get control and get back on track.

Designing Portfolios

This video series captures stories on Dimensional’s origins, philosophy, and investment approach. Oasis builds upon Dimensional's resources and approach.

DFA's Roots


This video discusses the origins of Dimensional and its academic roots.  Similarly, Oasis Wealth trusts in the academics rather than chasing fads.

Get Started

Step 1

Set up an introductory call

Schedule a Call - Click Here 

 Share your goals, concerns, and background  and learn a little more about us.

Step 2

Meet with Mel and Steve

Engage in a dialogue where we listen and learn. 

You get to learn more about our services and the value that we provide our clients.

Video Meetings or In-Person

Step 3

Start planning and investing

Get on the road to clarity and on the path to confidence.  

Planning is a lifetime journey.  It starts today. 

"It's not the years in your life that counts. It's the life in your years."

- abraham Lincoln

Who We Serve



Whether you are several years from retirement or on the cusp of retirement, you are focused on making critical decisions that will impact your future. We work with two segments within this group based on how close to retirement you are.

Balancing Act. You may be at the peak of your career and you are not slowing down. However, retirement is coming into more focus and you want to find the right balance between living for today and ensuring financial independence for tomorrow.


Cusp of Retirement. Retirement may be 1 - 4 years away, and you want to be laser-focused on making the right financial decisions as you transition to retirement.




You are retired, and you now realize you need a retirement specialist to help you make the right financial decisions for you and your spouse.   You want peace of mind by developing a reliable income stream and you want your spouse to have someone to go to should something happen to you.   




You are looking for a trusted advisor that listens to you and provides clarity on your financial life.  While the journey may have been difficult - and may still be -- you are looking for someone that cares and will provide education and the answers that you are seeking. 

Mel Bond has witnessed the challenges and concerns of a widow first hand and that is why he is passionate about serving widows.


Helping you visualize, plan, and navigate retirement

Let us provide the roadmap for your unique retirement journey.

Services and Fee Schedule

Service Offerings

We offer a range of service options. Individuals and families looking for more support choose our ongoing Wealth Management Services.  With these services, you will work closely with us through life’s changing circumstances and receive professional management of your portfolio. We also offer our financial planning services as a stand-alone service. Our Wealth Planning Services are meant for those that want ongoing comprehensive financial planning for life's changes without investment management. Finally, we offer an assessment for those who need to determine their readiness for retirement.

Retirement Readiness Assessment

Wealth Planning   Services (Ongoing)

Wealth Management Services (Ongoing)

Foundational Areas*

Foundational Areas*

Foundational Areas*

Financial Model and Cash Flow Projections; Retirement AnalysisFinancial Model and Cash Flow Projections; Retirement AnalysisFinancial Model and Cash Flow Projections; Retirement Analysis
Tax Strategy OverviewTax Strategy Overview
Tax Strategy Overview
Asset Allocation Advice
Asset Allocation Advice
Asset Allocation Advice

Tax Planning with Year-End Analysis
Tax Planning with Year-End Analysis

Other Core Areas (Estate Planning, Insurance, etc.)
Other Core Areas (Estate Planning, Insurance, etc.)

Life-Focused Planning
Life-Focused Planning

Ongoing access
Ongoing access 

Investment Advisory Services

*Foundational Areas = Written List of Goals, Net Worth Statement, Emergency Fund, Debt Analysis, Education Funding, Employee Benefits, etc.

Fee Schedule

Retirement Readiness


$3,000 - $6,000

"I  want an initial assessment of whether I am on track. I want to know what gaps exist and what opportunities are available."

Wealth Planning 



Year 1: $5,000 - $15,000

Year 2: $4,000 - $10,000

"I  am looking for a long-term partner  that will  guide me and coach me through  life's changes."

Wealth Management Services


Year 1+: $2,000 - $10,000

+ Investment Management Fee Schedule

"I want a long-term partner that will guide me through life's changes and  manage my investment portfolio."

Our Areas of Expertise

Principles of Investing 


Act as a fiduciary

As fee-only fiduciary advisors, we have chosen to put our client’s interest first. It is more than a legal standard – it is how we think clients should be treated.


Low-cost alternatives

With index-like investing, you receive efficient low-cost alternatives that attempts to keep costs low and minimize taxes.


Goals-based Asset Allocation

Your investment portfolio should be integrated with your financial plan. Your investment portfolio is tied to a variety of your goals, including your cash flow needs in retirement.


Evidence-based approach

You receive a globally diversified portfolio that tilts allocations towards favorable “factors” in the market.  As we leverage Dimensional Fund Advisors and do not chase fads, you benefit from research that focuses on elements that are sensible, persistent, and robust.


Leverage technology

You receive robust reporting and access to view your accounts and asset allocation from any device.  Technology coupled with credentialed, experienced advisors leads to customized advice while maintaining low costs.


Education and Behavioral Coaching

We value our role as teacher so that you will have confidence in the long-term strategy.  To avoid the mistakes that so many do-it-yourselfers make during market volatility, you receive coaching along the journey.

Videos - Investment Philosophy

A Foundation Built on Great Ideas

A Foundation Built on Great Ideas 

Employee Stories: Costs Matter

Perspectives on Market Volatility

Our consultative-driven process is built around delivering sound advice for the client and not around product sales.  Because changes in your own world and changes in the external world occur frequently, our standard approach under the Open Retainer arrangement is to go on the journey with you and work with you over the long-term.  

"You are never too old to set another goal or to dream a new dream."



Steve Martin CFP CPA Financial planner in Nashville Tennessee, Knoxville


Steve Martin, CFP®, CPA, JD

Wealth Planning Advisor

In delivering fee only financial planning and financial advice where he acts as his clients' personal CFO, Steve combines his multi-disciplined background with his continual passion to learn, a willingness to align himself with talented individuals, and -- most importantly -- a genuine concern for his clients, their families, and their communities.  


  • Certified Financial Planner Practitioner (CFP®)
  • Certified Public Accountant (CPA®)
  • B.S. Business (Accounting and Finance), Indiana University Kelley School of Business
  • Juris Doctor, Indiana University School of Law
  • LLM in Taxation, Capital University
  • Over 20 years’ wealth management experience

More career info

Steve previously worked in multiple but related disciplines in the wealth management space, including as a tax consultant with a Big 4 accounting firm, a tax attorney with a boutique law firm, and as a wealth planning strategiest in national private banking firms.

Steve is a member of NAPFA, The Alliance of Comprehensive Planners (ACP), and The Garrett Planning Network.  Steve is a frequent contributor to national publications for his expertise on a variety of financial planning topics. 


Steve attends The Village Chapel and recently served on the Board of Big Brothers Big Sisters . (His “Little Brother” Jermaine is now enrolled at the U.S. Naval Academy!) He enjoys following his family's academic and athletic pursuits as well as hunting golf balls, following Hoosier basketball and USA soccer, and travel throughout the U.S.  Steve has attended four World Cups but has yet to play in any.

Steve is proud of his Midwest work ethic and his Indianapolis heritage, but Steve has become an adopted son of the Southeast where he enjoys a few more days of sunshine and better college football.



Mel Bond, CFP®, CFA, CKA

Wealth Planning Advisor

To see his clients’ lives become more holistic and peaceful, Mel combines his deep background in wealth management with a continual search to find a better way that works. He enthusiastically serves as a highly skilled investment manager and financial planner, a listener, a behavioral coach, and a creative problem solver.  


  • Chartered Financial Analyst (CFA®)
  • Certified Kingdom Advisor (CKA®)
  • B.S. Business (Accounting), Oral Roberts University
  • MBA (concentration in Finance), Vanderbilt University’s Owen Graduate School of Management
  • Over 30 years’ wealth management experience

More career info

Mel has served clients in various roles as part of his 30+ year career in the wealth management space: investment portfolio manager; financial planner; mergers and acquisitions analyst; business co-founder, board member, and owner; economist; and more. In 1995, he co-founded an investment performance measurement service still in use today by hundreds of thousands of investors worldwide.

Mel is a member of the CFA Institute and Kingdom Advisors. For over six years Mel has been on the Finance and Investment Committees of Monroe Harding, a nonprofit serving foster children since 1893.


Mel and his wife, Kimala, spend much of their free time with their young adult children and friends. Kimala describes their lives by saying, “We love Millennials!” They attend Grace Church and enjoy serving there in various ways.

Mel enjoys gardening, running, canoeing and sailing, and is a coffee and tea enthusiast.  Raised in Mobile, Alabama, Mel is a second-generation Crimson Tide fan. (You can take the boy out of Alabama, but...)


Kim Chaplin, 

Client Service Associate

In Kim’s varied roles over the last several years, her strengths and passions are helping and serving others. She utilizes her communication and attention to detail skills along with her determination to get the job done to ensure clients are receiving the best service possible and that operations are running smoothly.


B.S. in Human Resources Management/Management, Indiana University Kelley School of Business in Bloomington, IN. 

Kim spent several years working as a Human Resources specialist for a large mutual fund company where she focused on the hiring process and related key human resource issues. Kim has also worked in various positions which have allowed her to use her communication, attention to detail, and organizational skills.


Kim, her husband, their 2 children, and their 3 dogs live in Speedway, IN (famous for the Indianapolis 500). She attends Speedway Christian Church where she has served as a mentor to kids preparing to be baptized. Kim enjoys volunteering for the high school boy’s soccer and cheerleading teams’ Moms’ clubs, serving as a Secretary for the High School Athletic Booster Board, and being a board member for a local pre-school. In her spare time, Kim likes to spend time with her family and her dogs, boating, scrapbooking, watching IU and Pacers basketball, and reading.

Partners and Alliances

Oasis Wealth Planning Advisors is happy to bring national resources to its clients with key alliances across the financial planning and investment industries. Oasis works in a team atmosphere in order to bring best ideas and proper execution for his client's overall wealth management needs. Oasis further collaborates with client's outside advisors for a full-team approach.

Ceritified Financial Planner® practioner

Steve Martin is a Certified Financial Planner® practioner.

Alliance of Comprehensive Planners ACP affiliation logo

Alliance of Comprehensive Planners (ACP) – leveraging resources of over 160 experienced planners nationwide.

Steve Martin is a member in The Alliance of Comprehensive Planners,  a core group of over 160 highly credentialed and experienced financial planners. Oasis leverages the knowledge, experience, and creativity of fellow ACP members to bring sound advice and effective strategies for the clients of Oasis. Steve loves being a part of this collaborative, ethical, and fun group of fee-only advisors.

Garrett Planning Network (GPN) – capitalizing on the brain trust of over 250 fee-only planners nationwide.

Steve is thrilled to be a member of the Garrett Planning Network, a nationwide group of over 250 fee-only financial advisors dedicated to providing independent, objective financial planning and advice to people from all walks of life, on an hourly or as needed basis. Garrett Planning originated in 2000 and is nationally known for its adherence to the fiduciary oath.

Chartered Financial Analyst Institute.

Mel Bond is a Chartered Financial Analyst, the premier designation of investment management professionals. CFAs have to pass a series of three intense tests focused on financial decision making and portfolio construction. CFAs must also abide by a strict code of standards and ethics.

National Association of Personal Financial Advisors

Steve Martin is a member of the National Association of Personal Financial Advisors. According to NAPFA, NAPFA advisors "are financial advisors who are highly competent and have met more than a de minimis certification standard, offer holistic service, and operate on an objective Fee-Only basis. That means they do not sell financial products on commission. an organization that verifies advisors to be fee-only, fiduciary, and independent."

Fee Only Network

Steve Martin is a member of the Fee Only Network, an organization that verifies advisors to be fee-only, fiduciary, and independent.

Kingdom Advisors

Mel Bond is a Certified Kingdom Advisor®, a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be abel to apply faith-based financial counseling, technically Competent, and abide by a strict Code of Ethics.

Asset Dedication affiliation logoDimensional Fund Advisors affiliation logo

Deep investment expertise, resources, and services.

When clients choose Oasis for investment management, they are receiving experienced investment professionals that adhere to a strategic investment philosophy based on academic research. Oasis Wealth firm primarily employs Dimensional Fund Advisors (DFA) funds in reaching the desired asset allocation mixes and global diversification.  Although DFA is one of the largest independently-owned investment management firms and has been around since 1981, they do not advertise. Their funds are available only to institutions and a select group of independent advisors.  DFA employs evidenced-based decision making, seeks tax efficiency (i.e., strive to keep turnover and transaction costs low), and tends to be low cost relative to other managers. The firm also partners with TD Ameritrade, a leading custodian of Registered Investment Advisors. TD Ameritrades technology and service team continue to be an invaluable part of our overall delivery of services.

Group of other financial planners icon

Outside Advisors – collaboration is key.

Generally acting as the quarterback or personal CFO of your overall financial situation, Oasis collaborates with your existing trusted advisors. By coordinating the work and implementation of outside advisors or providers, Oasis works as a project manager to help you with implementation in a simple and results-oriented fashion.

Frequently Asked Questions


+ Your office is not near me. Can I still work with you?

Yes. In fact, nearly 50% of our clients live outside of our headquarters in Nashville. We can meet you virtually as if you are sitting across the table from us, and we are available as needed. Plus, we have office locations outside in Atlanta, Tampa, and Orlando where we regularly meet clients in-person. Geographic distance does not mean we have a distant relationship. We regularly travel throughout the Southeast and could more than likely meet in-person. Some clients like to meet us at least once face-to-face while other clients prefer a completely virtual working relationship. We want to get to know you regardless of where you live. We need to be licensed or exempt from licensing  in the applicable state in order to work with our clients, of course. 


+ What type of clients do you work with?

Although we work with a variety of existing clients, we primarily serve three types of clients: near retirees, retirees, and widows. Our clients typically start with us in their early 50s to early 70s. Our clients are either beginning to plan more earnestly for retirement, are making some critical decisions as they are on the cusp of retirement, or are realizing they need a more complete advisor in their retirement years. The issues with retirement are unique and involve a myriad of quantitative and non-quantitative issues. We have spent years working in this area, and we realize this is where our expertise and heart lies. We also passionately serve widows to help them overcome a difficult transition and gain confidence to continue to live a full and meaningful life on their terms and in their time.


+ Are there particular types of professions that you work with?

We work with a variety of professions and backgrounds, but many include senior executives, engineers, physicians, business owners, and successful professionals. We have worked with employees from several companies, including Nissan, CHS, Coca Cola, Bridgestone, St. Thomas Hospital, Children’s Healthcare of Atlanta, ShareCare, Wells Fargo, among others. Numerous smaller firms such as home builders, oral surgeons, boutique law firms, and pediatric practices have called on Oasis Wealth to deliver financial planning and investment advice. Our clients tend to appreciate their advisors being detailed-oriented and value what a multi-disciplined team can provide.


+ Do you have to manage my investments if I were to work with you?

When you retain us for financial planning services, there is no obligation to hire us for investment management. At the end of our financial planning services engagement, you get to choose how to implement our investment recommendations. At that point, most of our clients do choose to retain us to manage, monitor, and adjust their portfolio, but this is not required.

+ If you work with my mom, will you communicate with me?

Yes. We like working with families and take seriously the trust the family is placing in us to work with their mother. Of course, we would need to get your mom’s permission on the confidentiality issues, and your mom will always be the client. For situations where the children live in a different city than their mother, we can conduct meetings where we meet with your mom in her house while allowing other family members to “meet” with us virtually.

+ What is fee-only and fiduciary?

We are indeed fee-only and fiduciaries at all times. Fee-only means we do not get paid commissions and cannot and will not accept referral fees. The vast majority of advisors work for Wall Street and are incentivized to sale certain product that increases their compensation. We are independent fiduciaries in the true meaning of the word and always work in our client’s best interest. We only get paid by our clients. Fee-only planners can get paid a variety of ways, including flat fee or as a percentage of assets that they manage. Fiduciary means we have the legal responsibility to place our clients' interests ahead of our own. Besides the legal requirement, our value system drives our behavior in acting as fiduciaries.

+ Do you charge for your first meeting?

No, we do not charge for the “Get Acquainted” meeting. Our goal at that meeting is for us to get to know each other. In that meeting, we both have a chance to ask questions and determine if we would be a good match for working together.

+ Do you have account minimums?

We do not have account minimums, per se. In addition to our financial planning fee, our minimum annual fee to manage investments is $2,500 annually. Our clients typically have or will soon have a minimum of $600,000 in investable assets. Our clients typically have investable assets that range from $700,000 to $10,000,000.

+ How are you different?

We are independent fee-only fiduciaries that work as a multi-disciplined team with experts in tax, investments, and retirement planning. Rather than being a jack-of-all trades, we prefer offering our clients a team-based approach to providing sound, competent advice. Very few have fee-only financial planning firms have the credentials and years of experience that Oasis Wealth provides, including CFP®, CPA, CFA, MBA, JD, and LLM.

+ I am currently with a private bank. Is your firm a good match for my family and me?

Yes. In fact, while our leadership and advisors came from the private bank world and respect various aspects of a private bank, we are thrilled to offer private-bank like advice without the negatives inherent in a private bank, including potential conflicts of interest with cross-sell goals, higher fees, or inflexible ways of working with clients. We don’t lend money, but we can work with outside lending institutions to potentially provide more competitive lending than you may be getting with the one-stop shop approach at a private bank.

Life is a journey




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Serving Middle Tennessee, Atlanta, Florida, Huntsville, and Beyond Through Video Conferencing

Live in Florida?  Learn More

Want to Work with Us Remotely?  Video Conferencing Is Available

Steve Martin

Schedule a Call With Steve Today!

Mel Bond

Schedule a Call With Mel Today!

Meeting Locations in Middle Tennessee

Nashville & Green Hills | Franklin | Brentwood |  Murfreesboro | Hendersonville

Home Office/Mailing Address - 600 12th Ave S #803  Nashville, TN  37203

725 Cool Springs Blvd #600
Franklin, TN 37067

3102 West End Avenue #400
Nashville, TN 37203

320 Seven Springs Way #250
Brentwood, TN 37027

2615 Medical Center Pkwy  #1560
Murfreesboro, TN 37129


By appointment, we can meet you at the Bluegrass Yacht & Country Club or your place of business!


Green Hills - Nashville
40 Burton Hills Blvd #200
Nashville, TN 37215


Tampa - Call Mel Bond

Schedule a Call With Mel

Orlando/Jacksonville - Call Steve Martin

Schedule a Call With Steve

Meeting Locations in the Tampa Area

Tampa, St. Petersburg, Lutz/University

Tampa Westshore
2202 N. West Shore Blvd. Suite 200
Tampa, FL 33607

St. Petersburg
970 Lake Carillon Drive, Suite 300
St. Petersburg, FL 33716

8875 Hidden River Parkway, Suite 300
Tampa, FL 33637

Meeting Locations in the Orlando Area

 Orlando, Winter Park, Lake Mary, Windermere

Orlando Winter Park
941 West Morse Boulevard, Suite 100
Winter Park, FL 32789

Orlando Downtown
618 E. South Street, Suite 500
Orlando, FL 32801

Lake Mary
801 International Parkway, 5th Floor
Lake Mary, FL 32746

Meeting Locations in the Jacksonville Area

Jacksonville, Ponte Vedra Beach, St. Johns County

Ponte Vedra Beach
822 N. A1A Highway, Suite 310
Ponte Vedra Beach, FL 32082

Downtown Jacksonville
841 Prudential Drive, 12th Floor
Jacksonville, FL 32207

Bartram Park 
12724 Gran Bay Parkway West, Suite 410
Jacksonville, FL 32258

Want to avoid traffic and the hassle - work with us remotely!  Click Here for Virtual Conferencing at Convenient Hours

Steve Martin

Schedule a Call With Steve

Mel Bond

Schedule a Call With Mel

Meeting Location in NW Atlanta

Northwest Atlanta
400 Galleria Parkway, Suite 1500
Atlanta, GA  30339

Meeting Location in Alpharetta

2300 Lakeview Parkway, Suite 700
Alpharetta, GA 30009

Meeting Location in Buckhead

3500 Lenox Rd NE #1500
Atlanta, GA 30326

Want to avoid traffic and the hassle - work with us remotely!  Click Here for Virtual Conferencing at Convenient Hours

Steve Martin, CPA, CFP®, JD

Schedule a Call With Steve

Mel Bond, CFA, CKA

Schedule a Call With Mel

Meeting Location in Huntsville

Cummins Research Park and Redstone Arsenal
7027 Old Madison Pike, NW, Suite 108
Huntsville, AL 35806

Financial Advisors Serving Huntsville, Alabama

Mel grew up in Mobile, Alabama and Steve has served both Huntsville and Birmingham for a number of years. Steve and Mel are proud to serve Huntsville and surrounding areas as they deliver tax-focused holistic fee-only financial planning and investment management. Call them today to begin the conversation!  

Video Meetings

Bringing the Planning to You

Virtual Meeting Couple

What are the advantages of meeting advisors by video?

  • Save time and avoid hassle by never leaving your home or office.
  • Easy-to-use technology to engage with your advisor.
  • Ideal for busy professionals, families with active kids, and those that want to avoid heavy traffic on the roads.
  • Our key advisors, Mel and Steve, can meet you in-person, by virtual conferencing, or a combination.