What departments does Oakmont Advisory Group have?

Oakmont Advisory Group has employees across 2 departments including Finance, Operations.

What is the largest department at Oakmont Advisory Group?

The largest department at Oakmont Advisory Group is Finance with 2 employees.

Where are Oakmont Advisory Group employees located globally?

Oakmont Advisory Group has employees across 1 continents and 1 countries including United States Of America.

How has Oakmont Advisory Group's team size changed over time?

Oakmont Advisory Group's team has grown from approximately 4 to 5 employees based on available data.

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Oakmont Advisory Group Employee Directory

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.

Oakmont Advisory Group Global Highlights

North America
7

United States Of America
7

Oakmont Advisory Group's Leadership

R. H.
Founder
Mobile Phone
Email
D. B. H.
Investment Advisor, Partner
Mobile Phone
Email
B. T.
Operations Manager
Mobile Phone
Email
D. R. G.
Investment Advisor
Mobile Phone
Email
R. G.
Associate
Mobile Phone
Email

Oakmont Advisory Group Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other
Legal

Contact profiles from Oakmont Advisory Group

Name

Title

Contact Info

Location

Last Update

D. B. H.
Investment Advisor, Partner
Mobile Phone
Email
United StatesNew Mexico
May 29, 2026
R. H.
Founder
Mobile Phone
Email
Oct 16, 2024
B. T.
Operations Manager
Mobile Phone
Email
United StatesMichigan
Oct 18, 2025
D. R. G.
Investment Advisor
Mobile Phone
Email
United StatesNew Mexico
Oct 26, 2025
R. G.
Associate
Mobile Phone
Email
UNITED STATES
Aug 04, 2023

Frequently Asked Questions

What is Oakmont Advisory Group known for?

Oakmont Advisory Group operates in the Financial Services industry. The company's main headquarters is located in 5600 Eubank Boulevard Northeast Suite 130 Albuquerque, New Mexico 87111 United States; you can contact the main corporate office by phone at

+1-505-821-****

. Explore Oakmont Advisory Group's company overview page for more information.

What is Oakmont Advisory Group's most common email format?

Oakmont Advisory Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Oakmont Advisory Group email formats with LeadIQ.

How many employees does Oakmont Advisory Group have currently?

Oakmont Advisory Group has approximately 6 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Oakmont Advisory Group's key employees and leadership?

As of May 2026, Oakmont Advisory Group's key employees include:

Founder: R. H.
Investment Advisor, Partner: D. B. H.
Operations Manager: B. T.
Investment Advisor: D. R. G.
Associate: R. G.

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Oakmont Advisory Group Employee Directory

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