Profile

Stephen Martin, CFP®, CPA, JD

Oasis Wealth Planning Advisors, LLC

Contact Details

Oasis Wealth Planning Advisors, LLC
600 12th Ave. S., Apt. 803
Nashville, TN 37203
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Primary: 615-881-3954
Mobile: 615-881-3954

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Bio

Steve is founder and wealth planning advisor of Oasis Wealth Planning Advisors (http://www.oasiswealthplanning.com) serving the Middle Tennessee area (Nashville, Brentwood, Franklin, Murfreesboro and beyond) and the Indianapolis community and beyond. Involved in the wealth management industry as a tax consultant, attorney, and wealth planner since 1996, Steve provides integrated tax, financial planning, estate planning, and investment advice to affluent and high-net-worth clients.

Steve loves getting to know his clients by truly listening to their concerns and aspirations and by gaining a deep understanding of their "moving pieces" in their lives. While he loves analyzing the complexities of all these moving parts, he really enjoys his role as a teacher in educating his clients on any gaps that he sees and the pros and cons of alternative strategies. He does not sell products. He delivers tailored advice for his clients.

Steve earned his Bachelor of Science in Business (Accounting and Finance) from Indiana University Kelley School of Business - Indianapolis), his Juris Doctor from Indiana University – Bloomington, and his LLM (in Taxation) from Capital University School of Law. He is a Certified Public Accountant (Tennessee) and a CERTIFIED FINANCIAL PLANNER®. He is currently a member of the state bar in North Carolina and Indiana.

Steve grew up in Indianapolis, lives in Nashville, but serves clients in Nashville and beyond (including Indianapolis). He attends The Village Chapel in Nashville and is on the board of Big Brothers Big Sisters of Middle Tennessee. When time permits, Steve likes following his family members’ pursuit in school and athletics, playing golf at any number of ClubCorp golf courses, following Hoosier athletics, and rooting for USA soccer. Steve is proud of his Midwest work ethic and his Indianapolis heritage, but he has become an adopted son of the Southeast where he enjoys a few more days of sunshine and better college football.

Professional Credentials/Designations

CFP®, CPA, JD

Serving Clients Living In

AL, GA, IN, NC, TN

Areas of Expertise

Cash Flow/Budgeting/Debt Issues, Charitable Planning, Divorce Planning, Education Planning (Tuition Funding) , Estate Planning, Financial Reviews, Goals Identification & Achievement, High-End Estate Planning (multi-generational), Needs of Surviving Spouses, Stock Options, Tax Planning - Individual, Tax Preparation, Taxes - Estate & Trust, Wealth Management

DFA Advisor

Yes

Accepting New Clients

Yes

Offers Remote Appointments

Yes