Oasis Wealth Planning Advisors, LLC

Financial ServicesTennessee, United States11-50 Employees

Oasis Wealth Planning Advisors, LLC is a mid-sized financial services firm that provides tax-focused planning alongside fee-only investment management. Based in Nashville, Tennessee, it serves near-retirees, retirees, and surviving spouses across Tennessee, Florida, and Georgia, with regional hubs in Nashville, Tampa, and Atlanta. In addition to in-person engagement, the firm also serves clients outside these markets via video conferencing. 

The firm operates as independent fiduciaries, adopting a team-based approach and emphasizing long-term management of client plans built on trust. Its services are fee-only and cover retirement and tax planning, investment guidance, asset allocation, risk management, estate and college funding strategies, and other general financial planning needs.

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