Elevated Living Your New Home Awaits
Welcome to Oakmont, a trusted financial advisory firm that has been helping Albuquerque locals retire well since 1970. Our commitment to kindness, integrity, and follow-through has allowed us to thrive in the ever-evolving financial landscape. At Oakmont, we believe in providing easy-to-understand, personalized financial planning that places our clients' best interests at the heart of our practice.
Heart-to-heart Fiduciary Financial Advice
In today's complex financial environment, it's natural to feel uncertain. That's why Oakmont is dedicated to providing a sense of comfort and security for our clients. Our professional, helpful, honest, and trustworthy advisors work tirelessly to ensure our clients can enjoy their retirement years with financial confidence.
"It's not easy in the current financial environment to feel confident, but knowing that Oakmont is there to help us live our best lives is a huge comfort." - Laura K.
Old School Meets New School
At Oakmont, we seamlessly blend timeless values with modern principles. We are a boutique financial advisory firm that leverages cutting-edge technology while maintaining a deep, personal connection with our clients. This unique pairing enables us to provide extraordinary value in the rapidly changing world of retirement planning.
Your Retirement Architect
We understand that every client is unique. That's why we invest time in learning about your vision for the perfect retirement. By truly understanding your aspirations, we can build a tailored plan that ensures a fulfilling and stress-free retirement. This personalized approach is the foundation of our five-point process, Retirement Design.
Comprehensive Wealth Management Services
As a full-service wealth management firm, Oakmont proudly offers an extensive range of services, including investment management, financial planning, estate, tax, and healthcare guidance. We believe that building a retirement you love is about more than just savings. Our mission is to optimize every aspect of your retirement through our proprietary Retirement Design process.
Fee-Based Financial Advisory Firm
At Oakmont, we pride ourselves on being a fee-based financial advisory firm. Our transparent fees are based on the level of assets under advisement, ensuring that our clients receive unbiased advice free from conflicts of interest. Our comprehensive fee includes management of all your investment accounts, comprehensive planning, and ongoing Retirement Planning Meetings (RPMs) throughout the year. For more information about our fees, kindly visit our Process page.
Who We Serve
We specialize in working with people who are retired or within five years of retirement. While our clients wouldn't consider themselves "rich, " their diligent saving has resulted in a retirement nest egg of at least $300,000. We believe that genuine connections are essential. Therefore, we only work with clients with whom we share mutual respect.
"Moved most of our investments to Oakmont six months ago, wish we would have done it six years ago! We were with a 'big' firm for 30 years, felt like they lost interest in personal needs, just followed the corporate line. Since moving to Oakmont, we have had more interaction, guidance, and support then we have had in years!" - Griff L.
Client Experience
The clients of Oakmont Advisory Group have had exceptional experiences with the company. They praise the personalized attention they receive from their financial advisors, including Brandon Kinsner, David Hicks, and Margaret. The clients appreciate the time taken to understand their specific needs and goals, and the willingness of the advisors to listen and provide tailored guidance.
Knowledge and Expertise
The financial advisors at Oakmont Advisory Group are commended for their extensive knowledge and expertise in their field. Clients have praised David Hicks for his compassionate customer service and ability to explain complex financial concepts in a clear and concise manner.
Trust and Reliability
Oakmont Advisory Group has earned the trust of its clients through its consistent and efficient service. Clients have felt comfortable entrusting the company with their financial futures, and appreciate the company's commitment to being a fiduciary.
Personalized Service
The company's personalized approach to financial planning has been particularly appreciated by clients. They value the regular check-ins, video chats, and seminars that keep them informed and engaged in their financial planning.
Exceptional Service
Oakmont Advisory Group's exceptional service has led to long-term relationships with its clients. Clients have praised the company's ability to handle complex financial situations with ease, and appreciate the attention to detail and care taken in managing their financial portfolios.
