Atlanta · Alpharetta · Sandy Springs · Buckhead · Kennesaw
Rooted in Atlanta. Helping You Retire With Clarity and Confidence.
Independent, fee-only fiduciary financial planning for near-retirees, retirees, and widows throughout Atlanta's northern suburbs — from Buckhead and Sandy Springs to Alpharetta, Kennesaw, and beyond. A deeply credentialed team. No commissions. Ever.
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.
Atlanta-Area Presence
Four professional meeting locations across the northern Atlanta suburbs — from Buckhead to Alpharetta.
Deep Credentials
CFP®, CPA, JD, CFA, LLM on staff. Rare cross-disciplinary expertise on every client relationship.
Who We Serve
Serving Atlanta Families Planning for — and Living In — Retirement
Oasis Wealth Planning Advisors serves clients throughout greater Atlanta — including Alpharetta, Sandy Springs, Buckhead, Johns Creek, Roswell, Kennesaw, and Gwinnett County — with independent, fee-only fiduciary financial planning for near-retirees, retirees, and widows.
"We help clients make confident financial decisions by integrating retirement planning, investment management, and proactive tax planning into one coordinated strategy."
Our work is built around one central goal: helping you achieve the financial clarity and confidence to live the retirement you've envisioned. Although there is no mimium investment requirement, clients typically hold between $1 million and $10 million in investable assets and are looking for comprehensive, tax-integrated guidance from advisors who are legally required to act in their best interest — and who never earn a commission of any kind.
Schedule a Conversation →Questions We Help Answer
- Am I on track for a secure, comfortable retirement?
- How do I create a reliable income stream I won't outlive?
- How does Georgia's tax treatment affect my retirement withdrawal strategy?
- Should I convert my IRA to a Roth — and when does that make sense?
- How do I minimize taxes on my portfolio, Social Security, and pension income?
- When is the right time to claim Social Security?
- How do I select the right health insurance coverage through and in retirement?
- How do I leave a meaningful legacy to my family or a charity?
- I've built significant wealth through my business or career — what now?
- How do I find a truly independent financial advisor in Atlanta I can trust?
Regional Expertise
Planning That Reflects Where You Actually Live
Serving clients across metro Atlanta and the northern suburbs requires a deep understanding of Georgia's unique planning landscape — from state tax rules designed to favor retirees to the concentrated wealth of Atlanta's executive and professional communities. Generic financial advice is not enough.
Georgia Retirement Tax Advantages
Georgia offers meaningful retirement income tax relief — taxpayers age 62 and older may exclude significant amounts of retirement income from state income tax, including Social Security, pension income, and IRA/401(k) distributions. We build retirement income strategies that capture these benefits fully and coordinate them with your federal tax picture.
Executive & Corporate Wealth — Stock Options, RSUs & Deferred Comp
Atlanta is home to the corporate headquarters of Delta, Coca-Cola, Home Depot, UPS, and dozens of other major employers. We regularly advise corporate executives navigating concentrated stock positions, RSU vesting schedules, deferred compensation decisions, and the tax complexity that comes with significant equity compensation.
Tax-Focused, Life Planning for Near Retirees and Retirees
Our Atlanta clients include business owners, teachers, health professionals and engineers - just as we have served them, our holistic planning approach can help you plan for retirement many years away or help you transition to retirement in the coming months. Minimizing income taxes, adjusting your asset allocation and investments over time are important --- but not as important as crafting a plan that uses your money to give you a return on living.
Northern Suburbs Wealth Concentration
Alpharetta, Johns Creek, Sandy Springs, and Kennesaw are part of the select areas we serve in the Southeast. We understand the financial profile of this community — dual-income professional households, significant real estate equity, and meaningful retirement account balances — and tailor our planning accordingly.
Pre-Medicare Health Insurance Planning
Retiring before age 65 in Georgia raises critical questions about health insurance coverage. We help clients evaluate options between leaving employment and Medicare eligibility — including ACA marketplace plans, COBRA, and bridge strategies — so that coverage gaps don't derail an otherwise solid retirement plan.
Serving Widows With Empathy
Losing a spouse is one of life's most profound transitions — and suddenly navigating complex financial decisions alone can feel overwhelming. At Oasis Wealth Planning, we work with widows to bring clarity, organization, and a steady, compassionate hand to their financial lives, helping them understand exactly where they stand and build confidence in the path ahead.
Comprehensive Services
An Integrated Approach to Your Financial Life
We coordinate all aspects of your financial picture — retirement, taxes, and investments are never treated as separate silos at Oasis.
Retirement Income & Cash-Flow Planning
Detailed income projections and spending analysis to help ensure your assets last throughout retirement, stress-tested against real-world scenarios including market downturns and longevity risk.
Social Security & Pension Optimization
When and how you claim Social Security or pension benefits can mean tens of thousands of dollars over your lifetime. We analyze your options thoroughly before you make this irreversible decision.
Evidence-Based Investment Management
Disciplined, research-backed portfolio construction — cost-efficient, diversified, and aligned with your risk tolerance and timeline. Managed by a credentialed investment team including CFP®, CFA, and CPA professionals.
Proactive Tax Planning
Year-round tax planning — not just tax prep. Roth conversions, tax-loss harvesting, and strategic withdrawals coordinated with your retirement income strategy, led by advisors with CPA and JD credentials.
Estate & Insurance Planning Coordination
We review beneficiary designations, insurance coverage, and estate planning documents to ensure your plan is cohesive and your wishes are protected for the people who matter most.
Ongoing Guidance & Plan Reviews
Regular reviews and proactive check-ins so your plan stays current as life, markets, and tax laws evolve — keeping you on track year after year with an advisor who knows your complete situation.
Your Advisory Team
Experienced Atlanta-Area Advisors. A Deeply Credentialed Team Behind Them.
Our Atlanta clients work directly with seasoned wealth advisors — supported by a full-service team bringing CFP®, CPA, JD, LLM, CFA, and FPQP™ credentials to every client relationship.
Steve Martin, CFP®, CPA, JD, LLM
Wealth Advisor · Atlanta RegionSteve brings rare cross-disciplinary depth to complex tax, legal, and retirement planning challenges. As a CFP® practitioner, licensed CPA, and attorney with a Master of Laws in Taxation (LLM), Steve's credentials span the full spectrum of sophisticated financial planning. He brings strategic leadership to Atlanta client relationships and specializes in tax-efficient retirement strategies, executive compensation planning, and estate integration.
With deep roots in the Atlanta financial planning community, Steve provides both the strategic oversight and hands-on planning guidance that clients need as they navigate retirement's most consequential decisions.
Brandon Seibel, CFP®
Wealth Advisor · Atlanta RegionBrandon brings a client-centered approach to comprehensive financial planning, working closely with near-retirees and retirees throughout metro Atlanta and the northern suburbs. He takes the time to understand each client's full financial picture — not just the numbers, but the goals, concerns, and life circumstances behind them.
Brandon, a seasoned Certified Financial Planner practioner, having graduated from Liberty University in Financial Planning and Finance. partners with the full Oasis team to bring the breadth of the firm's expertise to every Atlanta client relationship — from retirement income planning and investment coordination to proactive tax strategy and estate considerations.
Brandon lives with his wife, Haley, in Roswell. He enjoys all outdoor sports and is a disc golf enthusiast. Haley and Brandon enjoy traveling and have traditionally been active in their church communinity.
Gosia Guziak, CFP®
Wealth AdvisorGosia brings a practical, personalized approach to financial planning. A graduate of Temple University's Fox School of Business with dual degrees in Financial Planning and Human Resource Management (summa cum laude), she has worked with 200+ client households developing comprehensive plans integrating retirement income strategies, investment management, tax planning, and estate coordination.
Gosia has a particular passion for proactive tax planning for retirees and believes financial planning works best when it is both practical and deeply personal. She partners closely with the full Oasis team to bring senior expertise to every client relationship.
🤝 Backed by the Full Oasis Team
Mel Bond, CFP®, CFA
Investment & Portfolio TeamMel holds both the CFP® and CFA designations — a rare combination bringing rigorous investment analysis together with comprehensive financial planning expertise. He oversees portfolio strategy and investment committee decisions across client relationships.
Greg Ellms
Investment & Portfolio TeamGreg supports portfolio operations and implementation, keeping client accounts running with precision and consistency. He works alongside Mel to ensure investment decisions translate accurately and efficiently at the account level.
Andrea Sylvestre
Client Relationship AssociateAndrea ensures every client experience runs smoothly from onboarding through ongoing service. She keeps communication timely, client questions answered, and the full relationship team aligned behind every household she supports.
Kim Chaplin
Client Relationship AssociateKim brings warmth and professionalism to every client interaction. She plays a key role in keeping the client experience consistent and seamless — handling day-to-day communication, scheduling, and coordination behind the scenes.
Our Commitment to You
Independent. Fee-Only. Fiduciary.
As independent, fee-only fiduciaries, we are not affiliated with any bank, brokerage, or insurance company. Our compensation is transparent and paid only by our clients — it is not tied to the sale of financial products, commissions, or referral arrangements.
- Legally obligated to act in your best interest at all times
- Compensation from clients only — no product commissions, ever
- No affiliation with banks, brokerages, or insurance companies
- Transparent, clearly disclosed fee structure
- NAPFA & ACP member firm
- A genuine alternative to commission-driven advisors at banks and Wall Street firms
"As independent, fee-only fiduciaries, we are legally obligated to act in our clients' best interests. Our compensation is not tied to the sale of financial products — helping eliminate conflicts and support objective, client-centered advice."
— Oasis Wealth Planning AdvisorsHow We Work With You
Introductory Conversation
A no-obligation call to explore fit, discuss your situation, and share how Oasis works.
Deep-Dive Discovery
We gather a complete picture of your financial life — assets, income, taxes, goals, and concerns.
Comprehensive Plan Development
We build and present a coordinated retirement, investment, and tax strategy tailored to you.
Implementation & Ongoing Reviews
We implement the plan and stay engaged — reviewing, adjusting, and proactively advising as life evolves.
Atlanta Meeting Locations
We Meet You Where You Are — In Person or by Video
Oasis Wealth Planning maintains four professional meeting locations across greater Atlanta — from Buckhead and Sandy Springs to Alpharetta and Northwest Atlanta — so that an in-person meeting is always convenient, wherever you live in the northern suburbs.
Northwest Atlanta
400 Galleria ParkwaySuite 1500
Atlanta, GA 30339 📞 470-428-7040 Get Directions →
Alpharetta
4555 Mansell RoadSuite 300
Alpharetta, GA 30022 📞 470-428-7040 Get Directions →
Sandy Springs
5 Concourse ParkwaySuite 3000
Sandy Springs, GA 30328 📞 470-428-7040 Get Directions →
Buckhead
3500 Lenox Road NESuite 1500
Atlanta, GA 30326 📞 470-428-7040 Get Directions →
Prefer to Meet from the Comfort of Home?
Many of our Atlanta-area clients choose to meet by video — it saves the commute on I-285 or GA-400, it's easy for both spouses to join from wherever they are, and we can share screens to walk through your financial plan in real time. Whether you're in Alpharetta, Johns Creek, Kennesaw, Dunwoody, or anywhere in Georgia, video makes it simple to connect with a fiduciary advisor without the drive.
Areas Served
Atlanta Metro & Northern Suburbs
We serve clients throughout greater Atlanta and the northern suburbs — in person at our four meeting locations, or by video anywhere in Georgia and beyond.
Northern Atlanta Suburbs
Atlanta Proper & Client Profiles
Client Profiles We Serve
Atlanta Retirement Planning Insights
Resources for Atlanta, Alpharetta & Northern Suburbs Families
How Georgia's Retirement Income Exclusion Should Shape Your Withdrawal Strategy
Georgia taxpayers age 62 and older can exclude meaningful amounts of retirement income from state tax — but that advantage doesn't manage itself. Here's how Atlanta-area retirees can build a withdrawal strategy that fully captures Georgia's tax treatment while minimizing federal exposure.
Read More →When Should You Claim Social Security? What Atlanta Pre-Retirees Need to Know
Claiming at 62 versus 67 versus 70 is one of the most consequential decisions an Atlanta retiree will make. This article walks through the key variables: health, spousal benefits, other income sources, pension coordination, and your overall tax plan.
Read More →RSUs, Stock Options & Deferred Comp: A Planning Guide for Atlanta Corporate Executives
For executives at Atlanta's major corporate employers — Delta, Home Depot, Coca-Cola, UPS, and others — equity compensation creates both opportunity and complexity. Here's how to approach concentrated stock positions, vesting schedules, and tax planning in a coordinated way.
Read More →Ready to Get Started?
Looking for a Financial Advisor in Atlanta or the Northern Suburbs?
If you are seeking a trusted, fee-only fiduciary financial advisor in Atlanta, Alpharetta, Sandy Springs, Buckhead, Kennesaw, or anywhere in the northern suburbs (including Cobb County and Gwinnett County) — Oasis Wealth Planning Advisors welcomes the opportunity to connect and share more about our planning approach.
Virtual & in-person meetings available · Convenient Atlanta-area meeting locations