Steve  Martin,  CFP<sup>&reg;</sup> - Financial Advisor

Steve Martin, CFP®

CPA, JD

Tax-Focused Wealth Planning Advisor

Oasis Wealth Planning Advisors, LLC

320 Seven Springs Way #250
Brentwood, TN 37027

Oasis Wealth Planning Advisors, LLC

600 12th Ave. S., Suite 803
Nashville, TN 37203

Oasis Wealth Planning Advisors, LLC

455 Mansell Road Suite 300
Alpharetta, GA 30022
FINANCIAL ADVISOR'S WEBSITE
(615) 881-3954
470-428-7040
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General

Steve Martin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Oasis Wealth Planning Advisors, LLC in Brentwood, TN and the surrounding communities.

Financial Advisor Overview

Steve Martin is a Nashville, TN and Atlanta, GA Fee-Only financial planner, serving clients in the Southeast. 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.

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Financial Advisor Experience

Steve has passionately served in the wealth management arena for over 25 years, having worked with national accounting firms in their tax consulting groups and national private banks. Steve serves near-retirees, retirees, and widows. If you worked with Oasis Wealth Planning Advisors, you would work with a team that is deep, credentialed, and experienced.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Admitted to Bar

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Job Loss, Life Planning, Retirement, Succession Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources