Steve Martin

CFP®, CPA, JD

Oasis Wealth Planning Advisors

Financial Advisor

Steve Martin

CFP®, CPA, JD

Oasis Wealth Planning Advisors

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Steve Martin, CFP®, CPA, JD

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

    Steve Martin is a Nashville, TN fee-only financial planner. Oasis Wealth Planning Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Steve Martin is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

    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. 

    Steve Martin is a Member of the National Association of Personal Financial Advisors

    The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
    • Investment Management
    • College Education Planning
    • Tax Planning

    Ideal Clients

    • Retirees and Near Retirees
    • Growing Families
    • Business Owners and Executives
    • Sudden Money Situations
    • Novice Investors

    Working Together

    • In-Office Meetings
    • Virtual Meetings
    • Clearly Defined Fees
    • No Product Sales
    • Complimentary Initial Consultation

    Professional Designations & Affiliations

    • National Association of Personal Financial Advisors (NAPFA)
      Steve Martin is a NAPFA-Registered Financial Advisor

      The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

    • 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 designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.

    • 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.

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

      The Dimensional approach focuses on academic research that isolates the factors that tend to outperform the broad market over long time periods and the risk characteristics that can be eliminated from a portfolio. While indexes are simply measures of an asset class, DFA funds aim to efficiently capture the excess returns of an asset class without taking uncompensated risk—and at a low cost.

    Contact Steve Martin

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    Office Locations:

    • 3102 West End Ave.
      Nashville, TN 37203
    • 725 Cool Springs
      Franklin, TN 37067
    • 941 West Morse Boulevard, Suite 100
      Orlando, FL 32789
    • 2202 N. West Shore Blvd, Suite 200
      Tampa, FL 33607

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