Oasis Wealth Planning Advisors, LLC of Orlando

Oasis Wealth Planning Advisors, LLC is a financial planner in Orlando, FL. The firm provides tax-focused fiduciary financial planning to near-retirees, retirees, and widows. Their specialized services include retirement planning, investment advisory, income tax planning, estate planning, risk management, and life planning. While they serve clients in various locations including Nashville, Atlanta, Tampa, and parts of Pennsylvania, Kentucky, and Alabama, they are available for meetings both in-person and via video.

The firm utilizes a fee-only structure, meaning they are compensated only by their clients without commissions or product sales. Their approach is led by a multidisciplinary team with deep credentials, including CPA, CFP, JD, LLM, and CFA expertise. This allows them to integrate proactive tax strategy into the planning process, utilizing a matching bucket approach for asset allocation and analyzing complex factors such as Social Security timing, Roth conversions, and tax-efficient withdrawals. The team focuses on helping clients navigate retirement through detailed cash flow and net worth projections to ensure long-term security and growth.

Oasis Wealth Planning Advisors, LLC is known for its high level of professional expertise and its commitment to a fiduciary standard, which legally obligates the firm to act in the best interest of its clients. With a team possessing extensive backgrounds in tax law and wealth management, the firm stands out for its ability to provide comprehensive, tax-first financial strategies.

The firm provides specialized, tax-focused wealth management for individuals and families navigating retirement in Orlando.

Services:

• Portfolio Matching Approach
• Retirement Cash Flow Analysis
• Retirement Income Planning
• Tax-Efficient Withdrawal Strategies
• Tax-Optimized Retirement Planning