Oakmont Advisory Group, based in Albuquerque, NM, is a boutique financial advisory firm with a focus on helping locals retire well since 1970. Their approach combines timeless values of kindness and integrity with modern principles, offering fiduciary financial advice and bespoke financial planning to create tremendous value for retirement planning.
Specializing in working with individuals who are retired or close to retirement, Oakmont caters to those with a retirement nest egg of at least $300,000 who prefer to delegate their wealth management. With a fee-based structure and a commitment to genuine care and personalized service, Oakmont aims to help clients design a retirement they love stress-free.
Generated from the website