A complete list of active advisors currently associated with Oakmont Advisory Group, LLC

Warmer can help you find a great advisor at Oakmont Advisory Group, LLC or one who fits your needs even better.

Oakmont Advisory Group primarily serves individual and high-net-worth clients as well as pension and employee benefit plans, providing ongoing portfolio management and pension consulting. The firm creates individualized Investment Policy Statements and offers discretionary and non-discretionary management, including referrals to third‑party advisers when appropriate. The firm's investment process combines multiple methods of analysis — including cyclical, fundamental, quantitative, technical, and modern portfolio theory — and uses a mix of long-term, short-term and options strategies. Oakmont may implement model allocations, monitor outside managers it selects, and conducts periodic reviews with reports provided at least quarterly. Compared with many peers, Oakmont discloses an affiliation with an insurance business and that multiple firm principals are licensed insurance agents who may receive commissions for insurance sales, a relationship the brochure addresses as a conflict of interest. The firm also documents fee‑sharing arrangements with several third‑party managers and notes the use of testimonials in its advertising, while its ADV discloses a prior FINRA advertising matter from 2013.

To learn more about the advisors currently working at Oakmont Advisory Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.