Oasis Wealth Planning Advisors, LLC
About
Steve Martin is a Nashville, TN and Atlanta, GA Fee-Only financial planner. Oasis Wealth Planning Advisors provides holistic financial planning, retirement planning, tax planning, and investment management to help clients plan for and navigate their unique retirement journey. Steve Martin, CFP®, CPA, JD, and his experienced team at Oasis Wealth serve near-retirees, retirees, and widows as fiduciaries and are never paid commissions of any kind.
While we enjoy the analytical nature of integrated tax planning, retirement planning, and investment management, we truly enjoy helping clients gain peace of mind and sense of security to allow them to live a purposeful life.
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Frequently asked questions
What is your typical process for working with a new customer?
We offer an introductory call to understand your situation and overall goals. We can then touch on how our financial planning and investment management services may benefit you. If we both feel like there is a good match, we can then schedule a get acquainted meeting to discuss your situation and our services in more detail.
What education and/or training do you have that relates to your work?
Steve Martin is a CFP® practitioner and has his CPA and JD.
Mel Bond, the team's investment specialist, is a Chartered Financial Analyst (CFA) and has his MBA from Vanderbilt.
Combined, the team has over 50 years of financial planning and wealth management experience.
Do you have a standard pricing system for your services? If so, please share the details here.
We offer flat-fee financial planning as well as investment management based on a sliding fee structure.
What types of customers have you worked with?
We work with near-retirees, retirees, and widows.
What advice would you give a customer looking to hire a pro in your area of expertise?
Consider whether you want to work with a fiduciary advisor (fee-only) and whether having a team of specialists that focus on taxes and investments is important.
What questions should customers think through before talking to pros about their needs?
1. Does the advisor operate under a fiduciary standard?
2. Does the advisor get compensated from anyone other than the client?
3. Do you offer holistic planning or merely investment management?
4. Do you focus on working with near-retirees or retirees or do you work with anyone?