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Mr. Stephen W. Martin, CFP®

Contact

Oasis Wealth Planning Advisors, LLC
http://www.oasiswealthplanning.com

9005 Overlook Blvd
Brentwood, TN 37027-5269
View on Map (615) 881-3954

600 12Th Ave S Apt 803
Nashville, TN 37203-6642
View on Map (615) 881-3954

725 Cool Springs Blvd Ste 600
Franklin, TN 37067-2716
View on Map (615) 881-3954

2615 Medical Center Pkwy Ste 1560
Murfreesboro, TN 37129-2261
View on Map (615) 881-3954

Year CFP® Certification Received: 2002
CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Compensation Method: Fee Only
Minimum Investable Assets: $250,000
Languages: English
Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Planning, Sudden Wealth Management

Typical Client Profile

Average Net Worth: None Provided
Average Income: None Provided
Average Age: 45-54, Generation Y, 35-44, 65-74, Generation X, Baby Boomers, 25-34, 55-64, 75 or older
Profession: None Provided

CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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