Tax-Focused, Fee-Only Fiduciary Financial Planners
Advising Atlanta and Cobb County, Georgia
Independent Financial Advisors Serving Near-Retirees, Retirees, and Widows
With headquarters in Nashville, Oasis Wealth Planning Advisors serves clients in Atlanta and Cobb County, Georgia and other cities throughout the Southeast to provide 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 60 years of collective experience in the financial planning arena, 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. You may need help answering some of the following questions:
- Am I on track for a secure retirement?
- How do I create a reliable income stream in retirement?
- What are some top strategies to minimize taxes leading up to and in retirement?
- How do I discover and define my purpose in these "encore years"?
- What is the right mix of stocks, bonds and cash?
- When is the right time to take my Social Security and pension?
- How do I select the right type of health insurance in retirement?
- How do I leave a legacy to my loved ones and perhaps charity?
Finding a local financial advisor that you can trust in Atlanta and Cobb County is not easy. Steve and Mel know bringing a fiduciary approach to Atlanta, Buckhead, Marietta, Alpharetta, Kennesaw, and Smyrna is a nice respite from non-independent advisors at banks and major Wall Street firms. With meeting locations off the Galleria Parkway at Northwest Atlanta near Cobb Energy Center and the Braves Truist Park, down the road near the Town Center Mall in Kennesaw, or in Buckhead across from Lenox Mall and Phipps Plaza, 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 use 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.