Oasis Wealth Planning Advisors, LLC of Nashville

Oasis Wealth Planning Advisors, LLC is a fee-only financial planner in Nashville, Tennessee, serving individuals and families navigating retirement planning, tax-efficient investing, and long-term financial security. The firm specializes in helping near-retirees, retirees, and widows create confident, sustainable retirement plans through tax-focused fiduciary guidance. Services include retirement income planning, tax-efficient withdrawal strategies, Social Security timing analysis, estate clarity, and life-centered financial planning. With a team led by Steve Martin, CFP®, CPA, JD, LLM, the firm offers integrated, personalized financial advice across Tennessee, Georgia, Florida, Pennsylvania, Kentucky, and Alabama, with in-person and video consultations available. The firm holds a 4.70 rating based on client feedback.

The firm emphasizes a fiduciary, fee-only structure, ensuring no conflicts of interest through compensation solely from clients. Its approach is rooted in proactive tax planning, led by a CPA and tax attorney, with strategies embedded in every financial decision. The team combines deep credentials, CFP®, CPA, JD, LLM, CFA, with a life-centered planning philosophy that goes beyond numbers to help clients define purpose in retirement. Clients benefit from evidence-based portfolios, cash flow and net worth projections, and a matching bucket approach to retirement income, all designed to provide security across market cycles.

Located at 600 12th Avenue South, Unit 803, in Nashville, the firm sits just a short walk from 12th Avenue South and Division Street, about a mile from the Downtown Loop interstate, and within easy reach of The Gulch neighborhood and Noble Park. The office is near the public artwork WhatLiftsYou, a notable local landmark.

Oasis Wealth Planning Advisors maintains a strong digital presence with thorough, well-documented business information and a website optimized for search engines, making it easy to find and understand. This clarity and consistency reinforce trust and accessibility for clients seeking transparent financial guidance.

In Nashville, where financial clarity is essential for retirement readiness, Oasis Wealth Planning Advisors stands out by combining elite credentials with a deeply personal, tax-smart approach to help clients live with purpose and confidence.

Services:

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