Retirement is Calling
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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.
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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.
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.
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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.
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Own Your Retirement e-book.
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.
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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.”
