Steve  Martin

Steve Martin

| CFP®, CPA, JD

Oasis Wealth Planning Advisors

6158813954

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Fee-Only, Tax Focused Financial Planner serving Middle Tennessee and Florida.

Specialties

  • Fee-Only Financial Planning
  • Retirement Analysis
  • Tax Consulting
  • Tax Preparation
  • Investment Management
  • Goals Discovery and Prioritization
  • Estate Planning
  • Insurance Analysis
  • Education Planning
  • 401(k) Rollovers
  • Employee and Executive Benefits
  • Liability Analysis

Website

Visit Us

3102 West End Ave.
Nashville, TN 37203

2202 N. West Shore Blvd, Suite 200
Tampa, FL 33607

725 Cool Springs
Franklin, TN 37067

941 West Morse Boulevard, Suite 100
Orlando, FL 32789

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Steve Martin is a Nashville and Florida Fee-Only Financial Planner serving the entire Middle Tennessee Region (Brentwood, Franklin, Hendersonville, Murfreesboro) and Florida (Orlando and Tampa). Oasis Wealth Planning Advisors specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Steve Martin is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.  Schedule a Call Today!

In delivering fee only financial planning and wealth management to Middle Tennessee (Nashville, Brentwood, Franklin, Hendersonville) and Tampa and Orlando, Florida, Oasis Wealth Planning Advisors bring a team-based approach with a multi-disciplined background to help clients obtain clarity on where they are today and have confidence in their retirement plan and a sound legacy .  Oasis Wealth Planning operates under a team model, where Steve Martin joins Mel Bond, CFA, in delivering financial planning and investment management to clients.

 

Background

  • Certified Financial Planner (CFP®)
  • Certified Public Accountant (CPA®)
  • Juris Doctor*
  • Over 20 years’ wealth management experience

More career info

Steve obtained his B.S. in Business (Accounting and Finance, minor Economics) from Indiana University Kelley School of Business Indianapolis, his Juris Doctor from Indiana University Bloomington, and his LLM (Taxation) from Capital University School of Law. Steve previously worked in multiple but related disciplines in the wealth management space (Big 4 accounting, tax boutique law firm, private banking). Steve is a member of the National Association of Personal Financial Advisors (NAPFA) and the Alliance of Comprehensive Planners (ACP).  * Note that Steve does not provide legal advice or practice law as part of Oasis Wealth Planning Advisors.

Personal

Steve attends The Village Chapel and recently served on the Board of Big Brothers Big Sisters. (His “Little Brother” is now enrolled at the U.S. Naval Academy!) He is passionate about his family and enjoys time spent with them through school, sports, and traveling.  In his spare time, Steve enjoys spending chasing white golf balls, Hoosier basketball, and MLS and USA soccer. 

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Trusted, competent, unbiased advice

Starting in 1996 in the tax and financial planning fields, Oasis founder, Steve Martin, has obtained the experience and acumen to deliver trusted, competent, unbiased advice to affluent and high net worth clients. Mel Bond, Wealth Planning Advisor, obtained his MBA in Finance from Vanderbilt University, has his CFA, and has served in the wealth management fields for over 30 years.  The client’s interest is at the forefront of the Oasis approach. Oasis provides fee only financial planning and wealth management to clients in Middle Tennessee (Nashville, Franklin, Brentwood, Murfreesboro, and Hendersonville), and Florida (Tampa and Orlando).  Schedule a call today to speak to one of our advisors!

Integrated planning

Oasis consults on a wide variety of inter-connected financial planning areas that impact you. We advise on retirement planning (detailed cash flow and net worth projections), income taxes, asset allocation and investment management, estate planning (tax and non-tax), insurance, executive compensation, and business succession planning. We strive to provide you with a peace of mind by getting you on the right track.

Fee-Only and fiduciary

Because we are a fee-only financial planning and wealth management firm that works as a fiduciary, our client's interest is at the core of what we do. We do not sell product or receive commissions, allowing us to provide unbiased, objective advice. We believe that your success and our success will be measured in our continuing commitment to character.

Providing clarity and confidence.

Our methodical, proven planning services provide clarity on where you stand today and provide confidence in taking the right steps to fill in the gaps. This approach to wealth management is in sharp contrast to the sales-first and move-on mentality prevalent in the financial services industry.

Delivering sound analysis.

Oasis has the training and experience in multiple disciplines (law, accounting, finance, tax) to deliver sound analysis and tailored advice you need in an increasingly complicated and busy world. Collaboration with the Alliance of Comprehensive Planners (over 150 planners nationwide), academic-based investment managers, and your existing advisors leads to actionable steps you can be confident in.

Secured web-conferencing.

We can meet you in remote markets through web-conferencing under various state's de minimis rules. It’s easy, saves you travel time, and is an effective experience.

 

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