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About us.

Retirement is calling
01
Our Story

Our
Beginnings.

Oakmont is an Albuquerque-based financial advisory practice with a rich history spanning nearly half a century. During that time, its founder, Ralph Hicks, has navigated every kind of market condition; celebrating his client’s greatest victories while guiding them through the market’s worst downturns. His knowledge and experience is an invaluable resource for employees and clients alike, providing deep insight to Oakmont’s goal-driven financial planning strategies.

02
OUR STORY

Present and Future.

Oakmont is, first and foremost, a family business. Ralph has instilled in his sons, David and Mike, the wisdom, tenacious work ethic and desire to help others that fueled Oakmont’s success over the last five decades. By educating and empowering their clients to effectivelymanage their finances, David, Mike, lifelong friend Ryan Gilmore and team hope to preserve Ralph’s legacy and continue to be the driving force behind Oakmont’s primary mission—helping their clients achieve their financial goals before and after retirement. Since its inception nearly 50 years ago, Oakmont has helped countless investors regain control of their financial future, finding peace of mind in retirement and living the life they’ve always dreamed of. The next evolution of the firm draws on the collective knowledge of its past, leverages the cutting-edge investment strategies of today, and alongside its loyal clients, looks toward the bright future of tomorrow.

Oakmont is, first and foremost, a family business. Ralph has instilled in his sons, David and Mike, the wisdom, tenacious work ethic and desire to help others that fueled Oakmont’s success over the last five decades. By educating and empowering their clients to effectivelymanage their finances, David, Mike, lifelong friend Ryan Gilmore and team hope to preserve Ralph’s legacy and continue to be the driving force behind Oakmont’s primary mission—helping their clients achieve their financial goals before and after retirement.

Since its inception nearly 50 years ago, Oakmont has helped countless investors regain control of their financial future, finding peace of mind in retirement and living the life they’ve always dreamed of. The next evolution of the firm draws on the collective knowledge of its past, leverages the cutting-edge investment strategies of today, and alongside its loyal clients, looks toward the bright future of tomorrow.

“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

03
OUR STAFF

Oakmont
Team.

Family is the driving force behind everything we do; we approach the challenges of each client’s financial future as if it were our own. Our investment advisors and support staff work in close collaboration to meet the needs of every client we service.

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04
Giving Back

Volunteering
& Charity
Work.

Giving back is an integral part of our company’s philosophy. We are Albuquerque natives and, as such, believe in supporting the vibrant, multi-cultural city we call home. We are proud to volunteer at local events and are always looking for opportunities to show gratitude to our amazing community.

05
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