Peace of Mind. Get clarity on where you stand and a roadmap for the future.
Security. Obtain actionable advice from an experienced team of fiduciary advisors.
Freedom. Learn what is possible.
Serving:
Atlanta | Alpharetta | Galleria | Sandy Springs
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Welcome to Oasis Wealth Planning Advisors
Our principal advisors’ experience in wealth management dates back to the late 80s. Our firm heritage dates to 2007 when Scott Winkler founded Winkler Financial Planning. The tradition of excellence continues with an expanded team and more resources.
Oasis
A place of peace, safety, or happiness in the midst of concern.
Fiduciaries
Our values and our legal requirement dictates we work in your best interest while never receiving a commission.
Retirement & Tax Focused
Focusing on near-retirees, retirees and widows with CPA-driven tax planning.
Expertise
Credentialed advisory team with over 100 years of collective experience.