Independent Advisory Target Oakmont Advisory Group for partnerships or white-label services in independent investment advisory to expand distribution, given their focus on personalized retirement planning and fee-based advisory capabilities.

Smpl Wealth Launch Leverage the Smpl Wealth platform launch as a potential cross-sell opportunity for related financial planning tools, asset management solutions, or tech-enabled advisory services to enhance client experience.

Digital Presence Engage with Oakmont through its tech stack and online channels (WordPress, Typeform, Google Tag Manager, Tawk.to) to offer digital onboarding, client engagement, or marketing automation solutions that align with their online reach.

New Mexico Focus Align value propositions with their registered state focus and regulatory environment in New Mexico, exploring partnerships or services tailored to state-specific compliance, fiduciary standards, and client acquisition within that market.

Growth Budget With revenue in the mid-range and a small team, present scalable, cost-effective advisory tech, CRM, and back-office support to help scale their services, potentially expanding from retirement planning to broader wealth management offerings.