Financial Advisory firm brings their fiduciary approach to Huntsville and Alabama
Nashville, TN June 22, 2020 – Oasis Wealth Planning Advisors is thrilled to be able to offer fiduciary fee-only financial planning services to Alabama residents. The firm currently has clients in several states throughout the Southeast including Tennessee, Georgia, and Florida, but recently was given the green light to service clients in Alabama. The firm indicates that it primarily serves near-retirees, retirees, and widows.
This fiduciary financial planning firm will primarily serve Huntsville with meeting locations in the Research Park area at 7027 Old Madison Pike, NW Suite 108, Huntsville. The firm also serves the majority of its clients by video for those that want a personal touch yet do not want to drive to meetings.
The firm addresses important retirement-related issues for clients, ranging from tax planning, to portfolio management and withdrawal strategies in the decumulation stage, and social security and pension timing, among others. While the firm said that analysis and numbers are critical in allowing the firm to provide detailed advice, they also focus on the qualitative nature of retirement as they help clients discover and live out a productive, meaningful, and joyful retirement.
Oasis Wealth Planning Advisors currently has two CFP® practitioners on staff, Steve Martin and Mel Bond. Mel is excited to be serving his home state. He grew up in Mobile before moving to Nashville to attend Vanderbilt University’s Owen School of Management where he earned his MBA. Mel is a Wealth Planning Advisor and investment specialist for Oasis Wealth. Mel had this to say about returning to Alabama: “It will be exciting to return to my roots. I look forward to serving Huntsville and beyond. Not only am I excited about engaging in discussions of Alabama versus Auburn football, I am excited about bringing our fiduciary approach to managing investments for clients in Alabama. The growth of Huntsville is significant, and we look forward to being a part of this exciting era in Huntsville.”
Steve previously served clients in Birmingham and Huntsville through his previous roles and is excited about returning to an area in need of quality tax-focused financial advice. “Many of our clients have a technical or scientific background. Our attention to detail is a great fit for the Huntsville community. There are very few fiduciary advisors in the Huntsville area or throughout Alabama for that matter. For those folks that want such a relationship and are looking to make a change from their private bank or brokerage relationship where the fiduciary responsibility is not present, we would be happy to begin the dialogue. Many of our clients have not used an advisor in the past and have been pleasantly surprised to learn how the fiduciary approach is quite different than what they expected.”
The firm can be reached at 256-617-5175. Both Mel and Steve look forward to assisting Alabamians with their financial needs.
About Oasis Wealth Planning Advisors
Oasis Wealth Planning Advisors is a Nashville, TN Fee-Only financial advisory firm serving Tennessee, Georgia, Florida, and Alabama. Oasis Wealth Planning Advisors 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 a fiduciary and is never paid a commission of any kind. As a registered investment advisor, the firm is legally bound to act as a fiduciary, which means the firm sits on the same side of the table with its clients. Steve Martin, CFP®, CPA, JD and Mel Bond, CFP®, CFA, CKA have been quoted in U.S. News & World Report, CNBC, The Street, Money, Fiduciary News and other national publications. For more information, please visit www.oasiswealthplanning.com.
Oasis Wealth Planning Advisors, LLC is a State Registered Investment Adviser in Tennessee, Georgia, Florida, and Alabama. Advisory services are only offered to clients or prospective clients where Oasis Wealth and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Oasis Wealth unless a client agreement is in place with the client.