We are thrilled to announce that Scott Winkler and Oasis Wealth Planning Advisors have joined forces to provide even more expertise in delivering advice to our clients. Scott was the Founder and President of Winkler Financial Planning (“Winkler FP”), a fee-only fiduciary financial planning firm located in Alpharetta and Roswell, Georgia. Founded in 2007, Winkler FP provided tax-focused holistic financial planning, tax preparation, and investment management services for individuals and families. We not only welcome Scott to the team, but we surely welcome all of his clients to our Oasis community!
Scott will continue to serve as lead advisor for his clients throughout the Atlanta region while lending his expertise to the firm as a whole in serving clients.
Scott is a CFP® practitioner and has his CPA/PFS. He has over 40 years of wealth management experience, having gained experience at the trust department of private banks and in tax consulting roles at CPA firms prior to the founding of Winkler FP. Scott also has roots in Tennessee, having obtained his B.B.A. in Accounting and his MBA (Finance) from the University of Memphis.
I love Scott’s slogan from his financial planning firm – “your future, your terms”. Like us, Scott understands that while it is great to help clients minimize income taxes and improve investment performance, the ultimate value a planner can provide is to encourage our clients to live life in a way that provides meaning to them. That’s not defined by us, but it’s defined by each of our clients in their own unique ways.