Your partner for the road ahead.

Entering into retirement can be complex and intimidating. But it’s also a time to celebrate. We take the weight off your shoulders and help you navigate this new stage of life confidently so you can fully enjoy it.

Lasting power.

We’ll be with you today and tomorrow.

Ralph Hicks founded Oakmont Advisory over half a century ago. During this time, we’ve helped clients successfully tackle every market condition, celebrating their greatest victories while guiding them through the worst downturns.

As a family business, it’s the driving force behind everything we do. We approach the challenges of each client’s financial future as if it were our own.

Our firm has enjoyed a long history with loyal clients thanks to our timeless values: helping people the right way, with dignity and respect. We’d be honored to assist you and your family with your financial needs and won’t take the responsibility lightly.

Prudent investing.

Take emotion out of the equation.

Oakmont’s longevity is also made possible by our commitment to stay on the cutting edge of wealth management. Our investment committee utilizes the latest technology and has managed billions of dollars. The team specializes in creating rules-based portfolios. This thoughtful investment process takes emotions out of decision-making to help you efficiently achieve your goals.

Legacy planning.

Financial and estate planning under one roof.

We partner with Danner Law for estate planning to ensure you have complete coverage as you move through retirement.

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.

How we work.

Retirement Design ^TM

We developed a holistic process called Retirement Design™ to help you simplify the complexity of your finances. It begins with a detailed evaluation of where you’re at today and a preview of what’s possible if we work together.

A financial advisor will work with you on this first analysis for a small fee, and if you decide to move forward, we’ll help you design your retirement using our 5-point method: