Tax-Focused, Fee-Only Fiduciary Financial Planners
Advising Nashville, Tennessee
Independent Financial Advisors Serving Near-Retirees, Retirees, and Widows
Based in Nashville, Oasis Wealth Planning Advisors serves clients throughout the Nashville area and Williamson County 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, fee-only financial advisor in Nashville is not easy. 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 new and existing clients in Nashville, Green Hills, the Gulch, and Williamson County With meeting locations in downtown Nashville, West End, Green Hills and the ease of video technology, we can meet you in-person or by video.
Our office in West End is our primary meeting location and is located near Maggiano's in the American Center. Our Green Hills space is in a Burton Hills four-story office building located right off of Hillsboro Road and a wee past Green Hills Mall. If you work in downtown Nashville, we can also meet you downtown in The Fifth Third Bank Building at Fifth and Church across from Puckett's.