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Oasis Wealth Planning Advisors
Oasis Wealth Planning Advisors was founded in 2016 in Nashville, Tennessee, by tax attorney and CPA Steve Martin. Martin, who earlier practiced at a Big 4...
Oasis Wealth Planning Advisors
Oasis Wealth Planning Advisors was founded in 2016 in Nashville, Tennessee, by tax attorney and CPA Steve Martin. Martin, who earlier practiced at a Big 4 accounting firm and a boutique tax-law practice, designed the firm to close the gap between investment management and year-round tax planning — a structure he felt was missing from the national private-banking platforms where he had previously worked as a wealth-planning strategist. The firm combines dedicated retirement-income planning, evidence-based portfolio construction, and year-round tax optimization into one coordinated service. Its matching-bucket framework segments assets by near-term income need and long-term growth, while Martin’s dual credential — CPA and JD with an LLM in Taxation — drives the sequencing of Roth conversions, tax-loss harvesting, and Social Security-claiming analysis. Coverage spans equities, fixed income, and cash allocations; the practice does not originate direct private investments or venture allocations. Geographically, Oasis serves clients across Tennessee, Georgia, Florida, Kentucky, Alabama, and the Carolinas, with additional presence in Pennsylvania. All advisors operate under a fee-only fiduciary standard, eschewing commissions and product sales. The firm lists 14 professionals, including five CFP® practitioners and a second lead advisor, Mel Bond, who holds the CFA and CKA designations and whose career includes co-founding an investment-performance measurement service in 1995. Beyond its Nashville headquarters, Oasis maintains professional meeting locations in Atlanta, Tampa, Orlando, Philadelphia, Pittsburgh, Louisville, Huntsville, Charlotte, and Greenville. In recent years, the advisory roster expanded with the addition of planners Brandon Seibel and Karissa McLaren, deepening coverage in the Carolinas and Kentucky. What structurally distinguishes Oasis is its insistence on tax-first design embedded at the principal level, not referred out. Martin’s combined CPA–JD–LLM credential sits atop the planning process for every client, making the RIA essentially a planning-and-compliance firm that manages assets — the reverse of the typical wealth-management stack. Advisors operate as personal-CFO units for households navigating the decumulation phase, with no legacy family-wealth origin or multi-generational succession complexity to navigate.
General information
Firm type
Bank / Wealth / Trust
Year founded
2016
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Nashville
Corporate office
600 12th Ave S #803, Nashville, TN 37203
Additional offices
Atlanta, GA · Tampa, FL · Orlando, FL · Philadelphia, PA · Pittsburgh, PA · Louisville, KY · Huntsville, AL · Charlotte, NC · Greenville, SC
Principals
Steve Martin
Wealth Planning Advisor
Mel Bond
Wealth Planning Advisor
Gosia Guziak
Wealth Planning Advisor
Brandon Seibel
Wealth Planning Advisor
Karissa McLaren
Wealth Planning Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Oasis Wealth Planning Advisors?
Investment decisions are driven by the advisory team led by Steve Martin and Mel Bond, supported by Greg Ellms who serves as portfolio operations and trading specialist and sits on the firm's investment committee. Martin, a CPA and tax attorney, ensures investment strategy remains tightly integrated with tax planning, while Bond — a CFA charterholder — brings over 30 years of portfolio-management and investment-analytics experience. The committee constructs evidence-based, cost-efficient portfolios using the firm's matching-bucket framework.
How is Oasis Wealth Planning Advisors compensated?
Oasis operates exclusively on a fee-only basis: clients pay the firm directly for advice and portfolio management. No commissions, product sales, or referral fees are accepted from third parties. This structure is designed to align compensation with the fiduciary standard the firm holds as its organizing principle.
What tax-planning capabilities sit in-house?
Founding advisor Steve Martin holds a CPA license, a JD, and an LLM in Taxation, giving Oasis a tax-compliance and strategy capability unusual for a wealth-management RIA. Year-round tax planning — including Roth conversion analysis, tax-loss harvesting, and withdrawal sequencing — is led at the principal level and integrated into every client engagement, rather than outsourced to a separate CPA firm.
Does Oasis participate in private investments or venture deals?
No. The firm's investment approach is built around publicly traded securities — equities, fixed income, and cash — managed through a disciplined matching-bucket framework. There is no indication of direct co-investments, private equity, venture allocations, or fund-of-fund structures in the firm's disclosed strategy.
What professional designations do Oasis advisors hold?
The team includes multiple CFP® professionals. Steve Martin adds CPA, JD, and LLM credentials; Mel Bond holds the CFA charter and the Certified Kingdom Advisor (CKA) designation. Support staff include Financial Paraplanner Qualified Professional™ designees. The cross-disciplinary credentialing — particularly the CPA–CFA–CFP overlap at the senior level — is a structural feature of the firm's tax-first planning model.
Does the firm manage assets for multigenerational families or operate as a multi-family office?
Oasis is a fee-only registered investment adviser, not a multi-family office. Its core client base consists of near-retirees, retirees, and widows. While the firm provides comprehensive financial planning that touches estate and insurance coordination, it does not market family-office services such as consolidated reporting, bill pay, or direct alternative-investment access for ultra-high-net-worth families.
How does Oasis approach Social Security and pension decisions?
Claiming-age analysis is a formal part of the firm's retirement-income planning process. Advisors model the interaction between Social Security, spousal benefits, other income sources, and projected tax liability to inform what the firm describes as an irreversible election — comparing outcomes for claiming at different ages over a full lifetime horizon.
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