Oasis Wealth Planning Advisors

Stephen Martin is a Certified Financial Planner® with 12 years of industry experience. He is affiliated with Oasis Wealth Planning Advisors in Nashville, TN, where he has worked since 2015. Martin holds Series 63, 65, and 66 licenses. Oasis Wealth Planning Advisors is a fee-only firm serving individuals, high-net-worth clients, and families with integrated financial planning and discretionary portfolio management. The firm employs a strategic asset allocation approach combining passive and active funds, global diversification, and tailored investment strategies based on clients’ tax situations, risk tolerance, and goals.

Gregory Ellms is a financial advisor at Oasis Wealth Planning Advisors in Wellesley, MA, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Copper Beech Wealth Management, Cambridge Investment Research, and Helmsman Financial Strategies. Outside of his advisory role, he serves as secretary and board member of a family-owned limited partnership involved in commercial property in Wellesley. Oasis Wealth Planning Advisors is a fee-only firm serving individuals, high-net-worth clients, and families with integrated financial planning and discretionary portfolio management. The firm employs a strategic asset allocation approach combining passive and active funds with global diversification, tailoring portfolios to clients’ tax situations, risk tolerance, and goals.

Sage Clement is a financial advisor at Oasis Wealth Planning Advisors in Nashville, TN, holding a Series 65 designation with one year of industry experience. Prior to joining Oasis, Sage worked at Blue Trust and PYA Waltman Capital, and has experience in non-financial roles including at Mexicone and Yogi Bear. Oasis Wealth Planning Advisors is a fee-only firm serving individuals, high-net-worth clients, and families with integrated financial planning and discretionary portfolio management. The firm employs a strategic asset allocation approach combining passive and active funds with global diversification, tailoring investment strategies to clients’ tax situations, risk tolerance, and goals.

Melner Bond is a financial advisor at Oasis Wealth Planning Advisors in Nashville, TN, holding the CFA® designation and Series 63 license with 15 years of industry experience. He previously worked at Envision Wealth Planning and has been self-employed as a business consultant since 2015. Outside of advising, he is co-owner and manager of Bond Coffee Company, a coffee bean reseller. Oasis Wealth Planning Advisors is a fee-only firm serving individuals, high-net-worth clients, and families with integrated financial planning and discretionary portfolio management. The firm emphasizes strategic asset allocation combining passive and active funds, global diversification, and customized investment strategies aligned with clients’ tax situations and risk tolerance.

Karissa Mclaren is a financial advisor at Oasis Wealth Planning Advisors with one year of industry experience. She holds the Series 66 designation and has previously worked at firms including Savvy, Osaic Wealth Inc, and Perspective 9 Wealth Advisors. Outside of her advisory role, she has experience as a referee with the US Soccer Referee Association. Oasis Wealth Planning Advisors is a fee-only firm serving individuals, high-net-worth clients, and families with integrated financial planning, discretionary portfolio management, and participant-directed retirement plan services. The firm employs a strategic asset allocation approach using both passive and active funds, tailored to clients’ tax situations, risk tolerance, and goals.

Brandon Seibel is a financial advisor at Oasis Wealth Planning Advisors with two years of industry experience. He holds the Series 66 credential and has previously worked at The Vanguard Group, Liberty University, Thrivent Financial, and Rodgers & Rodgers LLC. Outside of his advisory role, he serves as a Human Resources Specialist in the Virginia Army National Guard. Oasis Wealth Planning Advisors offers fee-only wealth planning and investment advisory services to individuals, high-net-worth clients, and families. The firm employs a strategic asset allocation approach combining passive and active funds, global diversification, and tailored portfolios aligned with clients’ tax situations, risk tolerance, and goals.

Malgorzata Guziak is a CFP® and holds a Series 66 license with three years of industry experience. She is currently with Oasis Wealth Planning Advisors and previously worked at Thrive Capital Management, Purshe Kaplan Sterling Investments, and Redwood Wealth Management. Outside of her advisory role, she serves as a notary public, notarizing documents for clients without compensation. Oasis Wealth Planning Advisors is a fee-only firm serving individuals, high-net-worth clients, and families with integrated financial planning, discretionary portfolio management, and participant-directed retirement plan services. The firm utilizes a strategic asset allocation approach combining passive and active funds, global diversification, and tailored investment allocations based on clients’ tax situations, risk tolerance, and goals.