Steve Martin (CFP®, CPA, JD, LLM)

Steve Martin 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

Steve 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?

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Other affiliations:

Additional Information

Steve Martin is a Nashville, TN, Tampa, FL 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. Steve Martin, CFP®, CPA, JD, and his experienced team at Oasis Wealth serve near-retirees, retirees, and widows as fiduciaries and are never paid commissions of any kind.

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

Work experience: Big 4 accounting (tax consultant), boutique tax law firm (tax and estate planning attorney), private banking (wealth planner). (His first job was as a bean counter...literally.)

Education/Credentials

BS, Accounting and Finance Indiana University Kelley School of Business
JD, Indiana University – Bloomington
Certified Public Accountant
Certified Financial Planner® Practitioner

Other info: Steve enjoys spending time with family and attends The Village Chapel. Steve loved his time as a Big Brother and was recently on the board of Big Brothers Big Sisters. Steve follows USA soccer and IU basketball, enjoys and dislikes golf when time permits, and loves to travel to new places.

NAPFA Start Date

November 22, 2016

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