Melner R. Bond III, CFP®, CFA®, CKA®
Wealth PlannerOasis Wealth Planning Advisors LLC
Areas of Concentration
Charitable Giving, Comprehensive Financial Planning, Investment Management, Planning for Owners of Closely-Held Businesses, Retirement Planning, Education Planning, Wealth Transfer, Employee and Employer Plan Benefits, Estate Planning, Asset Allocation, Business Succession Planning, Debt Management, General Financial Planning, Investment Planning, Legacy Planning, Life Planning, Planning for Couples, Real Estate, Retirement Income Management, Securities, Small Business Planning, Socially Responsible Investments, Sudden Wealth Management, Wealth Management, 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: AL, FL, GA, TN
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