Stephen W. Martin / Financial Advisor in Nashville, Tennessee

As the founder of Oasis Wealth Planning Advisors, Steve loves getting to know his clients by truly listening to their concerns and aspirations and by gaining a deep understanding of their "moving pieces" in their lives. While he loves analyzing the complexities of all these moving parts, he really enjoys his role as a teacher in educating his clients on any gaps that he sees and the pros and cons of alternative strategies. He does not sell products. He delivers tailored advice for his clients. Steve is a fee-only planner and is a member of both the National Association of Personal Financial Advisors (NAPFA) and the Alliance of Comprehensive Planners (ACP).

Involved in the wealth management industry as a tax consultant, attorney, and wealth planner since 1996, Steve provides integrated tax, financial planning, estate planning, and investment advice to affluent and high-net-worth clients. He works with both pre-retirees and retirees as well as focusing on the unique issues of business owners, executives, and doctors. Steve has obtained a JD, CPA, and CFP®.

Oasis Wealth Planning provides tax preparation services, retainer financial planning services where Steve is available to answer questions throughout the year, and investment management. We have a laid-back approach and consider that all questions are good questions.

At Oasis Wealth Planning, Steve's goal is to provide clarity to clients on where they stand today and confidence for tomorrow by taking the right action based on a full understanding of the client's situation.

Specialties

401k Rollover Advisory And Investment Management Asset Protection Business Planning Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning Divorce Planning Estate Planning Fee Only Fee-Only Financial Planning Financial Planning Advice And Services Financial Planning Projects Income Tax Planning Investment Management IRA Legacy Planning Retirement Income Planning Rollover Of 401k Or IRA Tax Preparation Wealth Management