High net worth focus Oakmont Group serves high net worth families and closely held businesses with tailored life insurance strategies integrated into estate, tax, and business planning, signaling an opportunity to upsell comprehensive advisory services to affluent clients.

Integrated advisory model With over a century of combined experience and collaboration alongside attorneys, CPAs, and wealth advisors, Oakmont offers a platform for cross-selling synergistic services such as wealth management, tax planning, and succession strategies.

Cybersecurity emphasis Recent hire of an information security advisor and partnerships with technology providers suggest a strengthened focus on cybersecurity, creating potential selling points for premium risk management, data protection, and IT security solutions for affluent and business clients.

Strategic partnerships Alliances with GNSYS, Advanta, and Secmont position Oakmont as a gateway to a broader tech and security ecosystem, enabling co-sell opportunities and referrals to technology, insurance, and advisory services.

Growth and scale Revenue range of 25 to 50 million with an employee base of 11-50 indicates a growing firm likely exploring scalable solutions, renewal-based services, and expanded consulting offerings suitable for mid-market and high-net-worth client segments.