Oasis Wealth Planning Advisors, LLC

Focus: Near-Retirees, Retirees, and Widows.

Location: With hubs in Nashville, Tampa, and Atlanta, Oasis serves clients throughout the Southeast where licensed. The firm also has meeting locations and serves clients in Huntsville, Alabama, and Orlando and Sarasota, Florida.

Delivering tax-focused financial planning and investment management.

Oasis Wealth's clients benefit from a team of experienced, credentialed advisors (CFP® practitioner, CPA, CFA, JD, MBA).

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Common issues addressed:

  • Am I on track for retirement?
  • How much should I save and what buckets should that go into?
  • What is the best way to generate a reliable income stream in retirement?
  • How do I minimize income taxes both before and after retirement?
  • How do I plan for health care costs in retirement? 
  • When should I take Social Security and/or my pension in retirement?
  • Should I pay off or restructure my debt?
  • What's the right mix of stocks and bonds as I approach retirement?
  • How do I determine my vision and ideal life in retirement?

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Advisors at Other Firm Offices

Associates at Other Firm Offices

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

8565 W. Linebaugh Ave Tampa, FL 33625-3731 Phone: (813) 961-4930 Fax: (813) 961-4930

Primary Office

600 12th Ave S #803 Nashville, TN 37203-6642 Phone: (615) 881-3954

Other Offices

7027 Old Madison Pike NW Ste 108 Huntsville, AL 35806-2369 Phone: (256) 617-5175
450 E 96th St #500 Indianapolis, IN 46240 Phone: (615) 881-3954
8565 W. Linebaugh Ave Tampa, FL 33625-3731 Phone: (813) 961-4930 Fax: (813) 961-4930
941 W Morse Blvd., Ste 100 Winter Park, FL 32789-3781 Phone: (407) 434-9698
2202 N West Shore Blvd., Ste 200 Tampa, FL 33607-5749 Phone: (813) 540-0978
400 Galleria Pkwy SE, Ste 1500 Atlanta, GA 30339-5953 Phone: (470) 428-7040
725 Cool Springs Blvd., Suite 600 Franklin, TN 37067-2702 Phone: (615) 881-3954