OASIS WEALTH PLANNING ADVISORS

With our main hub and mailing address in Alpharetta, we serve clients throughout the Atlanta area, including Cobb County, Galleria Parkway, Marietta, Roswell, The Perimeter, Buckhead, and beyond... Geography does not hinder our ability to serve you. Using video technology, we can serve you in several other states. The only requirement is that we are licensed or exempt from licensing in those states. We save our clients time and money with this option... CPA, CFP®, CFA financial advisory team serving Tennessee (Nashville and beyond), Georgia (Atlanta Alpharetta), Florida (Orlando, Tampa, Jacksonville), Huntsville (Alabama), and Indianapolis. Tax-focused wealth management. In-person or by video.

Also known as: Oasis Wealth Planning Advisors, LLC

Primary location: Nashville United States