Oakmont Advisory Group

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2001 Carlisle Blvd NE Ste D
Albuquerque, NM 87110
+1 (505) 821-6966
http://www.oakmontadvisory.com

Oakmont Advisory Group is a boutique financial advisory firm based in Albuquerque, NM, that has been helping locals retire successfully since 1970. With a focus on providing heart-to-heart fiduciary financial advice, Oakmont combines timeless values with modern principles to create personalized retirement plans that optimize every aspect of their clients' lives.

As a full-service wealth management firm, Oakmont offers investment management, financial planning, estate, tax, and healthcare guidance. Their fee-based approach ensures transparency and eliminates conflicts of interest, allowing clients to delegate their wealth management with confidence. With a minimum retirement nest egg requirement of $300,000, Oakmont specializes in working with genuinely nice people who are retired or close to retirement.

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