Oasis Wealth Planning Advisors, LLC of Nashville

Oasis Wealth Planning Advisors, LLC of Nashville is a financial planner in Nashville, TN. The firm serves near-retirees, retirees, and widows with tax-focused fiduciary financial planning. It operates on a fee-only basis, meaning clients are compensated directly without commissions or product sales. The team includes professionals holding CFP, CPA, JD, LLM, and CFA credentials, bringing cross-disciplinary expertise to every client relationship. Services cover retirement planning, income tax planning, investment advisory, estate planning, risk management, and life planning. The firm uses a matching bucket approach for asset allocation and emphasizes proactive tax strategy led by a CPA and tax attorney. Clients can meet in person or by video, with the Nashville office serving as a headquarters location.

Steve Martin, CFP, CPA, JD, LLM, serves as the Wealth Planning Advisor. He acts as a personal CFO for clients, utilizing over 25 years of wealth management experience to minimize taxes and structure portfolios tied to risk capacity and goals. Martin’s background includes roles as a tax consultant with a Big 4 accounting firm, a tax attorney with a boutique law firm, and a wealth planning strategist in national private banking firms. He holds degrees from Indiana University Kelley School of Business and Indiana University School of Law, along with an LLM in Taxation from Capital University. Martin is a member of NAPFA, The Alliance of Comprehensive Planners, The Garrett Planning Network, and The American Institute of Certified Public Accountants. He works with executives, small business owners, medical personnel, engineers, and other professionals nearing or already in retirement.

The office is located at 600 12th Ave S, Unit 803, in the Downtown Loop area. It sits on 12th Avenue South, about a short walk from Division Street. The location is near The Gulch neighborhood and Noble Park, both within a quarter mile. The firm holds a rating of 4.70 based on customer reviews.

Oasis Wealth Planning Advisors, LLC of Nashville stands out in the financial planning category in Nashville by combining deep tax expertise with fiduciary standards, providing clients with confidence in their retirement decisions.

Services:

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