Oakmont Advisory Group – Fiduciary Financial Advisor

Oakmont Advisory Group - Fiduciary Financial Advisor is a financial planner in South Valley, NM, located at 2001 Carlisle Blvd NE Suite D, Albuquerque, NM. The firm provides comprehensive wealth management services, including investment management, financial planning, estate, tax, and healthcare guidance. Founded by Ralph Hicks over half a century ago, the firm has guided Albuquerque locals through various market conditions since 1970. It operates as a fee-based advisory firm, distinguishing itself from commission-based models to avoid conflicts of interest. The firm utilizes a proprietary five-point process called Retirement Design to construct bespoke financial plans. Oakmont Advisory Group serves clients seeking to optimize every aspect of their retirement, from investment management to legacy planning.

The advisory team approaches each client’s financial future as if it were their own, emphasizing kindness, integrity, and dignity. Oakmont is a boutique financial advisory firm that gets to know clients heart-to-heart. The firm’s investment committee utilizes the latest technology and has managed billions of dollars. The team specializes in creating rules-based portfolios, taking emotion out of decision-making to help clients efficiently achieve their goals. This thoughtful investment process pairs timeless values with modern principles to create tremendous value for retirement planning.

Oakmont Advisory Group partners with Danner Law for estate planning to ensure clients have comprehensive financial and estate planning under one roof. The firm offers a weekly newsletter, Your Retirement Optimism, written by David Hicks, which sheds light on pressing and complex financial topics. Clients can take a quiz to determine if their situation is a good fit for Oakmont’s services. The firm’s longevity is attributed to its commitment to following through with commitments and providing easy-to-understanding, bespoke financial planning.

The firm is known for its fiduciary standard, ensuring that advice is in the best interest of the client. With a 5.00 rating, Oakmont Advisory Group - Fiduciary Financial Advisor demonstrates a strong commitment to client satisfaction and financial security. The firm’s approach combines old-school values with new-school technology, offering a unique and personalized financial planning experience.

Oakmont Advisory Group - Fiduciary Financial Advisor brings decades of experience and a client-first philosophy to South Valley, NM, helping residents navigate the complexities of retirement with confidence and clarity.

BizScoreAI awarded Oakmont Advisory Group a Technical score of 94 out of 100, which ensures the website is technically sound and secure so search engines can read it without errors. The firm received a Content Quality score of 75 out of 100.