Independent Financial Advisors Serving Near-Retirees, Retirees, and Widows

With headquarters in Nashville, Oasis Wealth Planning Advisors serves clients in Charlotte, NC and throughout the Mecklenburg county region 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 these common 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, fee-only financial advisor in Charlotte is not easy. Together with the rest of the Oasis team, Mel and Steve bring holistic, tax-focused, fee-only financial planning and investment management services to their new and existing clients throughout Mecklenburg County, including Charlotte, Mooresville and the Lake Norman area. With meeting locations in the Southpark area in Charlotte or our Mooresville office near Lake Norman, we can meet you in-person or by video.

Mecklenburg County is blessed to have several major employers in the area, including Bank of America, Lowes, Honeywell and Nucor. If you are an employee of those companies or if you have your own start-up, we look forward to serving you with our comprehensive wealth management services.