Independent Financial Advisors Serving Near-Retirees, Retirees, and Widows

With one of our main hubs in Tampa, Oasis Wealth Planning Advisors serves clients in Tampa and St. Petersburg, Florida and other cities throughout the Southeast. We 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 80 years of collective experience in the financial planning arena, Julie Lawrence, CFP® , 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 the following 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?
• Does my estate plan truly confer my wishes and does it minimize taxes?

Finding a local financial advisor that you can trust in the Tampa and St. Petersburg area is not easy.   Julie, Mel and Steve know bringing a fiduciary approach to Hillsborough and Pinellas counties is a nice respite from non-independent advisors at banks and major Wall Street firms. While our primary office in Tampa is in the Westchase area (at 8565 West Linebaugh Avenue ), we have other meeting locations throughout the area including  Westshore, Hidden River Valley Parkway, and our Downtown St. Petersburg location.   If you would rather avoid traffic on I-285 or I-75 and in light of the increasing and ease of use of video technology, we are happy to meet you by video, as well!