Steve Martin

CFP®, CPA, JD

Oasis Wealth Planning Advisors

Wealth Planning Advisor

Contact Me

Steve Martin

CFP®, CPA, JD

Oasis Wealth Planning Advisors

Wealth Planning Advisor

Oasis Wealth delivers tax-focused, fee-only financial planning and investment management to near-retirees, retirees and widows. With Oasis Wealth, our clients receive experienced, hard-working advisors that enjoy serving others. We really like what we do! - Steve Martin, CFP®, CPA, JD

Contact Me

615-881-3954

Website

Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Middle Tennessee, Metro Atlanta, Florida, Huntsville (Alabama), Indianapolis and beyond through in-person and video conferencing.

Steve Martin is a Nashville, TN and Atlanta, GA 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.

In delivering fee only financial planning and wealth management to Middle Tennessee (Nashville, Brentwood, Franklin, Hendersonville), Altanta (Georgia), Huntsville (Alabama,) 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, CFP® 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 golf balls, Hoosier basketball, and MLS and USA soccer. 

Steve Martin 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!

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.

 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Tax Planning and Preparation
  • Investment Management
  • Business Succession Planning
  • Executive Compensation
  • Social Security and Pension Analysis

Ideal Clients

  • Retirees and Near Retirees
  • Widows
  • Gen X to Baby Boomers
  • Business Owners and Executives
  • Engineers
  • Physicians, Attorneys, Professionals
  • Sudden Money Situations

Working Together

  • In-Office or In-Home Meetings
  • Video Meetings
  • Credentialed Team of Advisors
  • Clearly Defined Fees
  • No Product Sales
  • Introductory Conference

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Steve Martin 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.

  • CPA - Certified Public Accountant
    Steve Martin is a Certified Public Accountant (Learn More)

    A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.

  • National Association of Personal Financial Advisors (NAPFA)
    Steve Martin 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.

  • Alliance of Comprehensive Planners
    Steve Martin is a Member of the Alliance of Comprehensive Planners (ACP)

    Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.

  • Garrett Planning Network - GPN
    Steve Martin is a member of the Garrett Planning Network. Click here to learn more.

    Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.

  • Dimensional Funds
    Oasis Wealth Planning Advisors has access to Dimensional Funds

    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 Steve Martin

615-881-3954

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Office Locations:

  • 3102 West End Ave.
    Suite 400
    Nashville, TN 37203
  • 725 Cool Springs
    Suite 600
    Franklin, TN 37067
  • 941 West Morse Blvd.
    Suite 100
    Orlando, FL 32789
  • 2202 N. West Shore Blvd.
    Suite 200
    Tampa, FL 33607
  • 400 Galleria Parkway
    Suite 1500
    Atlanta, GA 30339
  • 7027 Old Madison Pike
    NW
    Huntsville, AL 35806
  • 4555 Mansell Rd.
    Suite 300
    Alpharetta, GA 30022
  • 450 East 96th St.
    Suite 500
    Indianapolis, IN 46240

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