Retirement is calling.

Get started now
stamp
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
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 client’s 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.

Learn more

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 client’s 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.

Learn more
03
HOW WE WORK

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
04
RADIO SHOW

Retirement
Solutions
Show.

The Oakmont team has been meeting the financial planning and retirement needs of Albuquerque for many years. Tune in every Saturday afternoon at 1:00 for the “Retirement Solutions Show” on News Radio 770 KKOB.

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, their lifelong friend Ryan Gilmore and the rest of the 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 one of our
offices or drop us a line.

Contact us

West Location
9101 High Assets Way NW, Ste 104
Albuquerque, NM 87120
Get directions
Phone
505.821.6966
Fax
505.312.7533
info@oakmontadvisory.com

East Location
5600 Eubank Blvd NE #130
Albuquerque, NM 87111
Get directions
Phone
505.821.6966
Fax
505.312.7533
info@oakmontadvisory.com