Oasis Wealth Planning Advisors

Oasis Wealth Planning Advisors is a financial planning and investment management firm serving clients in Nashville, Tennessee, as well as in Tampa, Florida, Atlanta, Georgia, and beyond through video conferencing. The firm employs 8 people and generates approximately $2.5 million in annual revenue. Oasis Wealth Planning Advisors specializes in tax-focused, holistic financial planning for near retirees, retirees, and surviving spouses. Their fee-only services encompass a wide range of financial needs, including retirement planning, tax planning and minimization, investment advice, asset allocation, stock option review, budgeting, record keeping, goal setting, risk management, insurance review, college funding, estate planning strategies, lump sum distribution advice, and small business 401(k)/retirement plan services. Oasis Wealth Planning Advisors positions itself as a team of independent fiduciaries dedicated to serving their clients' best interests. They strive to build long-term relationships with their clients, working collaboratively to create, implement, and manage their financial plans on an ongoing, proactive basis. Clients can reach Oasis Wealth Planning Advisors through their website at oasiswealthplanning.com.