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Oasis Wealth Planning Advisors Receives Top 17 Ranking for Nashville, Tennessee Thumbnail

Oasis Wealth Planning Advisors Receives Top 17 Ranking for Nashville, Tennessee

In The News

Financial Advisory firm serving Nashville and throughout the Southeast continues to grow with fiduciary approach

NASHVILLE, Tennessee, June 1, 2020 -- Oasis Wealth Planning Advisors has been ranked as one of the Top 17 Financial Advisors in Nashville, Tennessee for 2020 by Expertise.com.  There were 153 companies that were reviewed for this distinction and 98 that were selected to be analyzed.  The criteria Expertise.com used to select the Top 17 Financial Advisors in Nashville was based on these 5 things according to Expertise.com:  

  1. Reputation - a history of delighted customers and outstanding service.
  2. Credibility - building customer confidence with licensing, accreditations, and awards.
  3. Experience - masters of their craft, based on years of practical experience and education.
  4. Availability - consistently approachable and responsive, so customers never feel ignored.
  5. Professionalism - providing service with honesty, reliability, and respect.

Oasis Wealth Planning is very excited to receive this distinction again in 2020.  Steve Martin, owner of Oasis Wealth Planning Advisors, had this to say about the Top 17 ranking, 

It is an honor to be ranked in the Expertise.com Top Financial Advisor list again this year.  Our focus on adhering to the fiduciary approach and serving clients passionately and with purpose undoubtedly contributes to our success.  Although we have worked with hundreds of clients as professionals and have over 55 years of combined experience, we treat each day as a new day to learn and each client as unique with their own passions and financial situation.

A very small percentage of all financial advisory firms are fee-only and fiduciary at all times.  Many national publications have articles that continue to recommend consumers look for fee-only planners, including U.S. News & World Report, Nerd Wallet, and Forbes.

Mel Bond leads the firm’s investment operations and is excited about the firm’s ability to bring the team’s collective knowledge to bear for clients nearing retirement or already retired, “Our dedication in serving near-retirees, retirees, and widows shows up every day.  I have seen different approaches in delivering financial advice, but I would not trade our team-based fiduciary approach that specializes in addressing critical questions for and in retirement with any other firm.”

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.