Financial Advisors in Alpharetta and Roswell, Georgia
Fiduciary Financial Advisors Serving Near-Retirees, Retirees, and Widows
With convenient meeting locations in Alpharetta at Mansell Road, Oasis Wealth Planning Advisors serves clients throughout Atlanta's suburbs, including Alpharetta, Roswell, Marietta, Johns Creek, Norcross and throughout Gwinnett County. Oasis Wealth's roots run deep in Atlanta as Scott Winkler brings his 35+ years of serving successful clients in Atlanta though his predecessor firm, Winkler Financial Planning. Oasis Wealth provides holistic financial planning, retirement planning, tax planning, and investment management to help clients plan for and navigate their unique retirement journey. Oasis Wealth serves near-retirees, retirees, and widows as an independent fiduciary advisor and is never paid a commission of any kind.
With over 90 years of collective experience in the financial planning arena with deep academic underpinnings in both accounting and finance, Scott Winkler, CFP®, CPA/PFS, Mel Bond, CFP®, CFA, CKA, Steve Martin, CFP®, CPA, JD, LLM, and their team bring their experience and wisdom in serving those individuals and families that are nearing retirement or are already retired. The team of fiduciary advisors provide investment management, retirement planning, and tax planning.
Looking for a local financial advisor in Alpharetta, GA or Roswell, GA?
Whether you are in Alpharetta, Roswell, Johns Creek or somewhere in between, Scott, Steve, and Mel provide a compelling alternative to non-independent advisors at banks and major Wall Street firms. Their primary meeting location is on Mansell Road with easy access via Georgia 400. The meeting space is between Haynes Bridge Rd and Old Alabama Rd. and is just south of the North Point Marketcenter and just north of the Country Club of Roswell. Mel, Steve and the team will continue to serve their existing clients and welcome the opportunity to develop relationships with new clients. With the heavy Atlanta traffic and in light of the increasing and ease of us e of video technology, most of our clients desire to meet with us by video so we would be happy to deliver our services through Zoom if you prefer. We look discussing how our comprehensive wealth management services can bring value to your situation.