Melner Bond (CFA, CFP®, CKA®, MBA)

Melner Bond focuses in the
following client markets or areas of practice:

Baby Boomers

Fixed Fee (Subscription, Retainer, etc.)

Generation X

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Mel and his team at Oasis Wealth Planning Advisors, LLC focus on near-retirees, retirees, and widows.

Typical clients include executives, engineers, business owners, and medical practitioners, yet he is thrilled to be able to serve a diverse group of professions and backgrounds.

Steve addresses many of the financial planning issues in an integrated fashion

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?

Click Here to Schedule a Call Today!

Other affiliations:

Certified Kingdon Advisors (CKA)

Additional Information

Mel Bond ia 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. Mel Bond, CFP®, CFA®, CKA®, MBA, and his experienced team at Oasis Wealth serve near-retirees, retirees, and widows as fiduciaries and are never paid commissions of any kind.

Mel and his colleagues serve individuals throughout the Southeast, including Middle Tennessee, Atlanta, Huntsville, and Central Florida. Mel and the Oasis team has several available meeting locations and can meet clients by video, by phone, or in person.

NAPFA Start Date

July 17, 2020

Visit Website Download vCard

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.