Bowling Green, KY Office

Oasis Wealth Planning Advisors is a fee-only advisory firm that provides integrated wealth planning and investment advisory services to individuals, high‑net‑worth clients, families, and participant‑directed retirement plans. The firm’s brochure describes a range of engagements from ongoing Wealth Planning relationships to narrower Financial Planning Assessments and Financial Fitness Reviews, and states that it does not accept commissions or third‑party product payments.

Oasis frames its advice around each client’s goals, tax attributes, cash flow, and risk tolerance and implements recommended asset allocations using a mix of passive and actively managed no‑load mutual funds and ETFs. When engaged for investment management the firm typically acts on a discretionary basis, treats cash as an asset class, and provides clients access to the eMoney platform for consolidated planning and reporting.

Compared with many team firms, Oasis reports a relatively large physical footprint — the ADV lists 16 offices and notes recent closings and openings to accommodate personnel changes — a scale that is uncommon for firms in this category. The brochure also discloses reliance on referral relationships (including a fee arrangement with Wealthramp) and emphasizes client referrals as a channel for business development, reflecting the firm’s use of third‑party referral partners in its client acquisition approach.