Steel City
Strength.
Retirement
Clarity.
Fiduciary, fee-only financial planning built on the same values that forged this city — hard work, honesty, and advice built to last.
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on staff
your interest
Pittsburgh pride
Fee-Only, Always. We never earn commissions or referral fees. Our only compensation comes directly from you.
Fiduciary Standard. We are legally and ethically obligated to act in your best interest at all times.
Deep Credentials. CFP®, CPA, JD, CFA, MBA — our team brings 120+ years of combined experience.
Pittsburgh Roots. Our lead advisor was born and raised here. We know this community.
A City That Works Hard Deserves Advice That Does Too
Pittsburgh didn't become one of America's great cities by accident — and your retirement shouldn't be left to chance either.
Healthcare professionals, engineers, educators, small business owners — this region's workers put in the hours and the decades. As retirement approaches, you deserve a financial advisor with that same no-nonsense work ethic.
Oasis Wealth Planning is a fee-only, fiduciary RIA with genuine Pittsburgh roots. We serve near-retirees, retirees, and surviving spouses — never earning a commission, always acting in your interest alone.
We help you answer the questions that matter most:
- Am I on track for a secure retirement?
- How do I create income that lasts my lifetime?
- What are the best strategies to minimize my taxes?
- When should I take Social Security?
- How do I leave a legacy with minimal tax impact?
Near-Retirees, Retirees & Surviving Spouses
- Within 2–10 years of retirement
- Already retired and need a fiduciary specialist
- Surviving spouses seeking clarity and direction
- Clients who value credentials and transparency
- Families who refuse to pay hidden commissions
The Steel City Approach to Financial Planning
Pittsburgh didn't become great by cutting corners. Three rivers, two sports dynasties, a century of American industry — this city was built on grit and integrity. That's exactly how we approach your retirement.
Fiduciary First
Like a Pittsburgh steelworker showing up every day, we show up for you — legally and ethically required to act in your best interest, every single time.
Fee-Only Transparency
We earn no commissions, referral fees, or hidden compensation. You pay us directly — that alignment means our advice is built entirely around your goals.
Tax-Focused Precision
A great retirement plan isn't just about growth — it's about what you keep. Our CPA and JD-led team builds tax minimization into every plan from day one.
Retirement Specialists
We focus exclusively on near-retirees, retirees, and surviving spouses. Deep expertise for the most critical financial transition of your life.
Deep Credentials
CFP®, CPA, JD, CFA, MBA — our team's credentials represent decades of study and real-world application on behalf of clients like you.
Life-Centered Planning
Your retirement is your encore. We help you figure out not just how to fund it, but how to live it with genuine purpose and confidence.
Pittsburgh-Born. Pittsburgh-Proud. In Your Corner.
Brandon Seibel, CFP®, leads Oasis Wealth Planning's Pittsburgh region — and he's not just familiar with the area, he was born and raised here. Brandon brings genuine local roots to this community, paired with rigorous training and credentials to guide your retirement with confidence.
Brandon earned degrees in Finance and Financial Planning from Liberty University, then launched his career in an advisor development program at a large national financial services firm. He saw firsthand how a commission-driven, one-size-fits-all model falls short — which is exactly why he joined Oasis.
In client meetings, Brandon leads holistic conversations covering investments, tax strategy, income planning, Social Security optimization, and more. He loves analyzing data and running detailed projections to find creative solutions tailored to each family's situation.
Now based in Atlanta, Brandon serves Pittsburgh clients in person at our Regus meeting locations — and by video for clients throughout western Pennsylvania.
- CFP® — Certified Financial Planner
- Degrees in Finance & Financial Planning, Liberty University
- Born & raised in Pittsburgh, PA
- Serving Pittsburgh in-person and by video
Brandon doesn't work alone. Every Pittsburgh client benefits from the full depth of the Oasis team — over 120 combined years of experience across finance, tax, and law.
Steve leads Oasis with 30+ years of experience in financial planning, tax law, and investment management. His life-centered planning philosophy drives every client relationship.
The Full Oasis Team
CFP® CPA JD CFA MBAOur credentialed team backs every Pittsburgh client relationship — bringing the same deep expertise that serves families across Nashville, Atlanta, Philadelphia, Tampa, and beyond.
Comprehensive Retirement Services
We focus exclusively on near-retirees, retirees, and surviving spouses — bringing specialized expertise to the most important financial transition of your life.
Retirement Planning
Detailed cash flow modeling, retirement date analysis, Social Security optimization, and a clear financial roadmap for your future.
Tax Planning & Preparation
Led by a CPA and tax attorney — Roth conversions, withdrawal sequencing, and forward projections that can save you tens of thousands.
Investment Management
Evidence-based, low-cost index investing using our matched bucket approach — income security and long-term growth in any market.
Income Stream Creation
We build a reliable, sustainable income strategy so you can spend confidently in retirement — without the anxiety of outliving your assets.
Estate & Legacy Planning
Beneficiary reviews, estate document guidance, insurance analysis, and charitable giving — ensuring your legacy transfers efficiently.
Life-Centered Planning
Your retirement is your encore. We help you clarify purpose and build a financial plan that funds the life you actually want to live.
Two Convenient Regus Meeting Locations
Pittsburgh
Wexford
Both Pittsburgh locations are Regus professional offices — private, comfortable spaces for in-person client meetings. Prefer to meet from home? We offer seamless video meetings as well.
We serve clients by video across western Pennsylvania and nationwide where licensed — so geography is never a barrier to getting great advice.
Pittsburgh & Philadelphia: One Trusted Team Across the Commonwealth
Oasis Wealth Planning serves both ends of the Pennsylvania corridor. Whether you're near the rivers of Pittsburgh or the history of Philadelphia, our team brings the same fiduciary, fee-only standard to every client.
Serving clients throughout the Pittsburgh metro area, including:
Are you using your life to pursue money, or your money to pursue a life?
— Steve Martin, CFP®, CPA, JD · Founder, Oasis Wealth Planning
Fee-only. Fiduciary. Experienced. Never a commission — ever.
Serving Pittsburgh · Wexford · South Hills · and western PA clients statewide by video
Looking for a Financial Advisor in Pittsburgh?
If you are seeking a trusted fiduciary financial advisor in Pittsburgh, Wexford, the South Hills, or anywhere in western Pennsylvania — Oasis Wealth Planning welcomes the opportunity to connect and share more about our planning approach.
Schedule a No-Obligation Conversation Or call us at 412-790-9091 · Virtual & in-person meetings available