Tax-Focused, Fee-Only Fiduciary Financial Planners
Advising Jacksonville and Ponte Vedra Beach, Florida
Independent Financial Advisors Serving Near-Retirees, Retirees, and Widows
With headquarters in Nashville, Oasis Wealth Planning Advisors serves clients in the Jacksonville, FL metro area and other cities throughout the Southeast 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 Jacksonville is not easy. Steve previously worked with a major private bank where he served throughout North Florida, including Jacksonville, Ponte Vedra Beach, and St. Augustine. 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 the Jacksonville With meeting locations in Downtown Jacksonville, Ponte Vedra Beach, the Southside in the Deer Creek area, and in Saint John's County, and with the ease of video technology, we can meet you in-person or by video.