Oakmont Advisory Group – Fiduciary Financial Advisor, Albuquerque

Oakmont Advisory Group is a financial planner in Albuquerque, NM, located at 2001 Carlisle Blvd NE Suite D. The firm provides investment management, financial planning, estate, tax, and healthcare guidance. They specialize in working with individuals who are retired or within five years of retirement. Founded by Ralph Hicks over half a century ago, this boutique family business utilizes a proprietary five-point process called Retirement Design. This approach focuses on analyzing and optimizing a client's financial life through education and personalized planning rather than using a one-size-fits-all template. The firm is fee-based, with fees depending on the level of assets under advisement. Their services include the management of investment accounts, comprehensive planning, and ongoing Retirement Planning Meetings throughout the year. To assist with estate planning, the firm partners with Danner Law to address incapacity planning, privacy, and protection. The investment committee uses technology to create rules-based portfolios designed to remove emotion from decision-making. Oakmont Advisory Group - Fiduciary Financial Advisor, Albuquerque holds a 5.00 rating based on customer reviews.

The business sits on Carlisle Boulevard Northeast, near the Giant Red Arrow public artwork. It is located about a quarter mile from the Coronado Freeway and Urban Forest.

BizScoreAI gives the firm a Technical score of 93 out of 100, ensuring the website is secure and readable by search engines. The Content Quality score is 75 out of 100, meaning the site clearly answers customer questions so AI assistants can quote it directly.

Services:

• Estate Guidance
• Financial Planning
• Healthcare Guidance
• Investment Management
• Tax Guidance