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Melner R. Bond III, CFA®, CKA®

Wealth Planner
Oasis Wealth Planning Advisors LLC


LinkedIn


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

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Contact Mel