Oakmont Advisory Group

Services include financial planning, investment management, and ongoing retirement planning meetings. The firm also provides estate, tax, and healthcare guidance as part of its wealth management work. Its Retirement Design process brings clients' goals into a plan for the next stage of life, with a focus on people who are retired or within five years of retirement. Oakmont describes itself as a fee-based financial advisory firm, with fees based on assets under advisement. It works with clients who have accumulated at least $300,000 in retirement savings and prefer to delegate wealth management. The practice pairs personalized planning with investment committee oversight and technology. Oakmont Advisory Group is based in Albuquerque.