A complete list of active advisors currently associated with Oakmont Financial Services, L.L.C.

Warmer can help you find a great advisor at Oakmont Financial Services, L.L.C. or one who fits your needs even better.

Established in 2002, Oakmont provides discretionary separate-account portfolio management to individuals, trusts, small corporations and retirement plans, with client assets held at unaffiliated broker-dealers. Like many independent advisers, the firm charges asset-based advisory fees and does not maintain custody of client assets. The firm combines technical analysis—emphasizing relative strength and sector analysis—with fundamental research to identify out‑performing sectors and individual securities, generally pursuing a buy‑and‑hold approach while remaining prepared to adjust positions. Risk management tools described in the brochure include asset allocation, position sizing, stop losses, option hedging and the ability to convert portfolios to cash when market conditions warrant. Among features that differentiate Oakmont are a stated account minimum of $250,000 and the firm’s practice of aggregating orders into block trades that include simultaneous advisor participation with pro rata allocation to client accounts. The brochure also discloses that the adviser does not accept third‑party or performance‑based compensation, relies on broker‑dealer statements for client reporting, and has no disciplinary history.

To learn more about the advisors currently working at Oakmont Financial Services, L.L.C., 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.