Is your situation a good fit for Oakmont?
Take the quiz and find out.
Show us your vision of a perfect retirement.
There’s no substitute for having a genuine interest in you. We spend time to learn what you want out of life. Armed with that knowledge, we construct a plan together that helps you enjoy your next chapter stress-free. This is the foundation of a five-point process we call Retirement Design.
What services do you offer?
Oakmont is a full-service wealth management firm. We provide investment management, financial planning, estate, tax, and healthcare guidance. Building a retirement you love is about more than how much money you save. We’re here to help you optimize every aspect of this exciting phase of your life through our proprietary process: Retirement Design.
How much does it cost?
We are a fee-based financial advisory firm. Our fees depend on the level of assets under advisement. Some advisory firms are commission-based, which can lead to conflicts of interest and misleading advice. Not Oakmont. Our straightforward fees include the management of all your investment accounts, comprehensive planning, and unique on-going Retirement Planning Meetings (RPMs) throughout the year.
Visit our Process page for our fee schedule.
Am I a good fit?
We specialize in working with people who are retired or close to it (5 years or less). While our clients wouldn’t consider themselves “rich,” thanks to a lifetime of diligent saving, they have accumulated a retirement nest egg of at least $300,000 and prefer to delegate their wealth management.
Just as importantly, we will only work with genuinely nice people with whom we share mutual respect.
Moved most of our investments to Oakmont six months ago, wish we would have done it six years ago! We were with a “big” firm for 30 years, felt like they lost interest in personal needs, just followed the corporate line… Since moving to Oakmont, we have had more interaction, guidance, and support then we have had in years!”
Your Retirement Optimism
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