About Company

Oakmont Advisory Group is an Albuquerque-based fiduciary wealth management firm helping clients design retirements they love through a personalized “Retirement Design” process that blends heart-to-heart advice with modern technology and an experienced investment committee. Founded in 1970, the company provides full-service planning and management—including investment management, comprehensive financial planning, estate, tax, and healthcare guidance—on a fee-based model with transparent pricing and ongoing Retirement Planning Meetings. We specialize in serving people who are retired or within five years of retirement, typically with at least $300,000 in investable assets, delivering bespoke plans that prioritize clarity, confidence, and long-term wellbeing.

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