Clarity for Today.

Confidence for Tomorrow.

We are Tax-Focused, Fee-Only Financial Planners, Serving Near-Retirees, Retirees, and Widows.

Oasis Wealth Planning's Primary Benefits

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. 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 team with decades of combined experience in tax-focused financial planning.

Common Questions Addressed

Am I on track for a secure retirement?
How do I create a reliable income stream in retirement that will last my lifetime?
How do I minimize income taxes?
How do I discover and define my purpose in retirement?
What's the right mix of stocks and bonds?
When should I take Social Security?