Tax-Focused, Fee-Only Fiduciary Financial Planners
Advising Indianapolis, Indiana and Carmel/Fishers
Independent Financial Advisors Serving Near-Retirees, Retirees, and Widows
Oasis Wealth Planning Advisors serves clients in the Indianapolis metro area 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 independent, fee-only financial advisor in Indianapolis is not easy. Having been born and educated in the Indianapolis area, Steve is proud to bring Oasis Wealth's capabilities to hard-working and successful individuals and families throughout the region, including Downtown, Carmel, Fishers and beyond. With two degrees from the Indiana University School of Business (Bloomington and Indianapolis), the Oasis team can speak Hoosier and believes in the fundamentals of a good defense and good free throw shooting. 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 clients throughout Central Indiana.
Serving Downtown Indianapolis. Our Downtown meeting location is in Lockerbie Marketplace, convenient to many downtown employers. Whether you are an executive or scientist at Eli Lilly, a manager at Simon, a professor at IUPUI, a physician at IU Health, or one of the numerous attorneys that make up the downtown Indianapolis legal community, Oasis Wealth is ready to serve you. Lockerbie Marketplace has convenient flat-level parking and is housed in the former Sears Building on N. Alabama St. in the heart of Indianapolis's historic district. Our meeting location is near Chatham Arch and the commercial hub of Massachusetts Avenue. Of course, we can meet you by video as well!
Serving Carmel, Fishers, and Northeast Indianapolis. Our meeting location in Northeast Indianapolis is just south of Carmel at the Parkwood Center on E. 96th St. (465/N. Meridian). The Parkwood Center business complex is convenient for those living or working on the Northeast side or in Hamilton County. Whether you work at major employers such as Roche Diagnostics, Navient, or RCI, serve as a physician at IU Health, Community Hospital or St. Vincent, or run your own business, the advisors at Oasis Wealth can help navigate your benefits, tax planning, and retirement planning. For those that prefer a meeting location closer to Fishers, we can meet you at Fishers Business Center at 10475 Crosspoint Blvd., Indianapolis, IN 46256. With the ease of video technology, we can meet you in-person or by video.
Indianapolis, IN Financial Advisor
1856 Christopher Lane Indianapolis, IN 46224
Downtown - Lockerbie Marketplace
333 N Alabama St Suite 350 Indianapolis, IN 46204
Carmel and Fishers, IN Financial Advisor
Carmel/Fishers - Parkwood Center
450 E 96th St #500
Indianapolis, IN 46240