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Key Advisors

Steve Martin Photo

Steve Martin

Wealth Planning Advisor

  407-434-9698 

steve.martin@oasiswealthplanning.com

Steve Martin, Wealth Planning Advisor

Steve combines a multi-disciplined background with a continual passion to learn, an affinity for collaboration and a sincere concern for his client families and their communities. He earned his Bachelor of Science in Business (Accounting and Finance) from Indiana University Kelley School of Business and his Juris Doctor from Indiana University.

Background

  • Certified Financial Planner (CFP®)
  • Certified Public Accountant (CPA®) - TN
  • Juris Doctor*
  • Over 20 years’ wealth management experience

More career info

Steve previously worked in multiple but related disciplines in the wealth management space (Big 4 accounting, tax boutique law firm, private banking). Steve previously served private banking clients in Florida region for several years.

Steve is a member of the National Association of Personal Financial Advisors (NAPFA) and the Alliance of Comprehensive Planners (ACP). * Note that Steve does not provide legal advice or practice law as part of Oasis Wealth Planning Advisors.  

He enjoys following his family's academic and athletic pursuits as well as hunting golf balls, following Hoosier basketball and USA soccer, and traveling throughout the U.S.

 

 
Why Financial Planning?
 

While it is an over-used cliché in the industry, I really do enjoy giving clients a peace of mind. Too often, “peace of mind” is a marketing campaign by the big financial firms. For Oasis Wealth, it starts with a deep understanding of the client’s situation and walking through the fine details that are required to truly give quality advice. Educating the client on the issues and the strategies is a necessary and rewarding experience as well. All of that should result in our clients obtaining confidence and a peace about their financial situation.

I also like the complexities of the inter-related issues of wealth. It often feels like a puzzle that we are putting together as we try to weave the issues of retirement, spending, income taxes, insurance, investments, and a host of other issues in a way that is optimal for the client. And, the beauty of it is that it is not merely a case study – behind all of these “moving pieces” are individuals and families with their own story, history, fears, and dreams for the future.

 

 
Favorite Quotes
 

"You are never too old to set another goal or to dream a new dream." — C.S. Lewis

"The secret of getting ahead is getting started." — Mark Twain

"He who fails to plan is planning to fail." — Winston Churchill

"Everyone has a plan until they get punched in the mouth." — Mike Tyson

Mel Bond Photo

Mel Bond

Wealth Planning Advisor

813-397-4504 

mel.bond@oasiswealthplanning.com

Mel Bond, Wealth Planning Advisor

To see his clients’ lives become more holistic and peaceful, Mel combines his deep background in wealth management with a continual search to find a better way that works. He enthusiastically serves as a highly skilled investment manager and financial planner, a listener, a behavioral coach, and a creative problem solver.

Background

  • Chartered Financial Analyst (CFA®)
  • Certified Kingdom Advisor (CKA®)
  • MBA (concentration in Finance) from Vanderbilt University’s Owen Graduate School of Management
  • Over 30 years’ wealth management experience

More career info

Mel has served clients in various roles as part of his 30+ year career in the wealth management space: investment portfolio manager; financial planner; mergers and acquisitions analyst; business co-founder, board member, and owner; economist; and more. In 1995, he co-founded an investment performance measurement service still in use today by hundreds of thousands of investors worldwide.

Mel is a member of the CFA Institute and Kingdom Advisors. Mel and his wife are active in their church, and he serves on the finance and investment committees of a foster care agency serving children and families for over 125 years.

 

 
Why Financial Planning?
 

While I was in college, my father, an accountant, passed away after a sudden illness.  My mother had to quickly learn how to manage her life financially.  She and my father had a wonderful marriage and a productive life based on a division of their labor.  When she suddenly had to assume his duties, she was grounded by family and faith, and reached out for advice and help where she could find it.

This experience, more than any other, drew me into serving others in the fields of financial planning, life planning, and investment management.  I have seen how newly-discovered knowledge and the gentle words of a coach can bring joy, confidence and peace.  For each of us, our past contains setbacks and mistakes.  The most important thing is that we set our sights on our goals, surround ourselves with the right people, and move forward.  Joy comes in the morning!

 

 
Favorite Quotes
 

“Earn all you can, give all you can, save all you can” ― John Wesley

"I believe that unarmed truth and unconditional love will have the final word in reality. That is why right, temporarily defeated, is stronger than evil triumphant." ― Martin Luther King Jr.

“I would maintain that thanks are the highest form of thought; and that gratitude is happiness doubled by wonder.” ― G. K. Chesterton