Skip to content

Modern retirement planning.

GET YOUR FREE ASSESSMENT →
Retirement is calling
01
What we do

Educate and Advise.

Without proper planning, successful retirement will remain a daunting, and often unattainable goal. That’s why Albuquerque locals have been partnering with us since 1970. Oakmont is Albuquerque’s premier retirement advisory firm, with the tools and experience to help people at every stage of retirement planning. At Oakmont, our expertise helps turn your retirement into reality.

Learn more

As Seen On

NBC
U.S. News & World Report
Fortune Magazine
Yahoo! Finance
Forbes Magazine
CBS
02
Who we are

Fifty years of knowledge and experience.

Oakmont is a financial advisory firm servicing clients of all asset levels and at all stages of retirement planning. We offer a comprehensive suite of services that, when applied to your unique retirement scenario, ensure that you will feel confident in your financial future. Our investment advisors work in close partnership with clients like you, evaluating risk tolerance, portfolio performance, and long-term retirement income goals to help build a customized investment strategy; one that let’s you enjoy life today while we build the retirement you’ve always dreamed of.

03
How we work

Comprehensive financial planning.


The Oakmont Blueprint.

The Oakmont Blueprint, a process that takes a thorough, objective look at a client’s current financial situation, allows us to set realistic, attainable goals and establishes a clear path for financial success. The advisors at Oakmont believe every client’s situation deserves careful, thoughtful consideration so that when a client asks “Are we going to be okay?” they can answer, unequivocally, yes.

Request your blueprint

Smpl Wealth.

Aimed at individuals and families looking to jumpstart their financial plan, Smpl Wealth offers a simpler, more streamlined process for investors at any stage of retirement planning. Smpl Wealth features Age-Based Financial Planning®, a proprietary model offering transparent pricing and financial planning services based on age, not assets.

Learn more

Danner Law.

A comprehensive Estate Plan should do more than just anticipate your death, it should provide incapacity planning, privacy, and protection. Cultivating an Estate Plan that does all that requires a unique approach. Our process for Estate Planning is designed to achieve a balance in the planning process. It all starts with education.

Learn more
04
Radio show

Retirement Solutions Show.

For many years, the Oakmont team has been answering the financial planning and retirement questions of Albuquerque on the “Retirement Solutions Show.” Visit our media page to listen to recent episodes.

Listen now
05
Our team

Experience and vision.

Oakmont is, first and foremost, a family business. Founder Ralph Hicks works closely with his two sons, David and Mike, and the rest of the supporting internal Oakmont team to offer clients the kind of personal attention that has become so rare in the financial industry.

Meet our team

“Over the years, I’ve learned that most retirees have two main concerns. They want to know if they have enough to retire, and if they are at risk of great market loss. At Oakmont, we resolve these problems once and for all.”

— Ralph Hicks

06
Contact

Visit us at our office
or drop us a line.

Contact us

Oakmont Office

2001 Carlisle Blvd NE, Ste D
Albuquerque, NM 87110
Get directions
Phone
505.821.6966
Fax
505.312.7533
info@oakmontadvisory.com