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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. 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.

    Common Questions Addressed

    Are you using your life to pursue money or your money to pursue a life?

    – Steve Martin

    Who We Serve

    middle-aged couple near retirement

    Near-Retirees

    retired couple

    Retirees

    Widows

    Female executive sitting at desk

    Executives & Professionals

    business owner leaning over planning documents

    Business Owners

    Areas of Expertise

    Retirement Planning

    Tax Minimization Planning

    Investment Management

    Life-Focused Planning

    Holistic Financial Planning

    Oasis Wealth Featured On

    The Street logo
    NFIB logo
    Nerdwallet logo
    Fiduciary News logo
    CNBC logo

    Seeking confidence and peace for your retirement journey?

    Schedule an introductory call to speak to an advisor today.