Oakmont Advisory Group Email Format
Financial ServicesNew Mexico, United States2-10 Employees
Oakmont Advisory Group, LLC operates as an independent registered investment advisor within the financial services sector. It focuses on retirement planning and investment management, delivering tailored solutions rather than a one-size-fits-all approach. Based in Albuquerque, New Mexico, the firm emphasizes one-on-one engagement to assess the financial situation of each client and help pursue their retirement objectives. The firm provides fee-based financial planning and investment advisory services in New Mexico, with insurance products and services offered through its affiliated entity, Oakmont Insurance. Oakmont Advisory Group and Oakmont Insurance are linked, reflecting an internal partnership between advisory and insurance offerings. In August 2020, the firm launched Smpl Wealth, a planning and investment management platform.