Oakmont Advisory Group – Fiduciary Financial Advisor of Albuquerque

Oakmont Advisory Group - Fiduciary Financial Advisor of Albuquerque is a financial planner in Albuquerque, New Mexico. The firm provides full-service wealth management, including investment management, financial planning, and guidance regarding estate, tax, and healthcare needs. Serving the Albuquerque area, the firm holds a 5.00 rating.

Founded by Ralph Hicks over fifty years ago, this boutique firm operates as a family business that emphasizes a personal, heart-to-heart approach with clients. The firm utilizes a proprietary five-point process called Retirement Design to help individuals construct personalized plans for their next chapter of life. Their investment committee employs rules-based portfolios and modern technology to manage assets and remove emotion from the decision-making process. In addition to wealth management, the firm partners with Danner Law to provide estate planning services under one roof.

The office is located on Carlisle Blvd NE, near the Giant Red Arrow public artwork and the Coronado Freeway. The location is a short drive from the Urban Forest and Montezuma Elementary School.

Oakmont Advisory Group is recognized for its long-standing history of helping Albuquerque locals retire well since 1970. The firm is known for its commitment to integrity, kindness, and a thoughtful investment process that has helped clients navigate various market conditions.

With decades of experience and a dedication to personalized service, Oakmont Advisory Group remains a trusted partner for retirement planning in Albuquerque.

Services:

• Estate Guidance
• Financial Planning
• Healthcare Guidance
• Investment Management
• Tax Guidance