CFA®, CFP®, CKA®
Oasis Wealth Planning Advisors
CFA®, CFP®, CKA®
Oasis Wealth Planning Advisors
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Mel Bond, CFA®, CFP®, CKA®
Mel Bond is a Fee-Only, tax focused, holistic financial planner serving as part of a team for clients in Middle Tennessee, Metro Atlanta, GA, Florida, Alabama and beyond with in-person or virtual meetings.
Mel Bond is a Nashville, TN fee-only financial planner. Oasis Wealth Planning Advisors provides holistic financial planning, retirement planning, tax planning, and investment management to help clients plan for and navigate their unique retirement journey. Oasis Wealth serves near-retirees, retirees, and widows as a fiduciary and is never paid a commission of any kind.
To see his clients’ lives become more holistic and peaceful, Mel Bond combines his deep background in wealth management with a continual search to find a better way that works. He enthusiastically serves as a highly skilled financial planner and portfolio manager, a good listener, and a creative problem solver.
Mel has served clients in various roles as part of his 35+ year career in the wealth management space: investment portfolio manager; financial planner; mergers and acquisitions analyst; business co-founder, board member, and owner; economist; and more.
Mel has served for over eight years on the Finance Committee and the Trust and Investment Committee of Monroe Harding, a nonprofit serving foster children and families since 1893. He and his wife, Kimala, spend much of their free time with their three adult children and their spouses. Mel enjoys gardening, running, canoeing and sailing, baking sourdough bread, and is a coffee and tea enthusiast.
Mel Bond is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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!
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.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- College Education Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Mel Bond is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Mel Bond is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Mel Bond is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
Mel Bond is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
Mel Bond is Certified Kingdom Advisor® (CKA®) - Click to verify and learn more.
The CKA® is a designation granted by Kingdom Advisors to individuals who have demonstrated themselves to be able to apply biblical wisdom in counsel, technically competent, ethical, accountable, and a biblical steward.
Oasis Wealth Planning Advisors is an Approved Dimensional Funds Advisor
Dimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Mel Bond
3102 West End Ave.
Nashville, TN 37203
2202 N. West Shore Blvd.
Tampa, FL 33607
941 West Morse Blvd.
Winter Park, FL 32789
400 Galleria Parkway
Atlanta, GA 30339
4555 Mansell Rd
Alpharetta, GA 30022
7027 Old Madison Pike NW
Huntsville, AL 35806
450 East 96th Street
Indianapolis, IN 46240
725 Cool Springs
Franklin, TN 37067
200 Prosperity Drive
Knoxville, TN 37923