Melner R. Bond III, CFA®, CKA®
Wealth PlannerOasis Wealth Planning Advisors LLC
Areas of Concentration
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Legacy Planning, Life Planning, Planning for Owners of Closely-Held Businesses, Planning for Couples, Real Estate, Retirement Income Management, Retirement Planning, Securities, Small Business Planning, Socially Responsible Investments, Sudden Wealth Management, Wealth Management, Wealth Transfer, Young Professionals
Office Location
Oasis Wealth Planning Advisors LLC
600 12th Ave S, Unit 803
Nashville, TN 37203
Office Location
Oasis Wealth Planning Advisors LLC
725 Cool Springs Blvd, Suite 600
Franklin, TN 37067
Office Location
Oasis Wealth Planning Advisors LLC
2202 N. West Shore Blvd., Suite 200
Tampa, FL 33607
Description
Comprehensive, tax-focused, holistic financial planning and investment management. We are fee-only fiduciaries. We charge separately for financial planning and investment management so that we can serve a broader range of clients with fewer conflicts of interest.Licensed in these states: FL, TN
Check the background of this investment professional on FINRA BrokerCheck
