Oakmont Advisory Group, LLC

I have been utilizing the services and expertise of the Oakmont advisory group for 10 years. I have found their guidance and financial advice to be invaluable in setting up and executing my retirement, goals and directions. The team at Oakmont listens carefully and creates practical, easy to understand, financial advice. They help me to enjoy my. Golden years of retirement,, through sound fiduciary advice ,for which I am very grateful. They are truly a five-star financial service.

I began working with David at Oakmont in January 2021. I was a novice when it came to finances and David instilled a true level of confidence in managing my finances. Being 29 at the time, I felt I might have been "too young" to utilize a financial advisor, but I am so glad I did. Everyone at Oakmont is friendly, personable, and offers great advice - never once was I pressured to make any decisions that weren't in line with my financial values. I am now on track to meet my goals, in great part to working with David. Thank you, Oakmont!

Moved most of our investments to Oakmont six months ago, wish we would have done it six years ago! We were with a “big” firm for 30 years, felt like they lost interest in personal needs, just followed the corporate line. They never offered any help beyond the basics of investments. We met David at a seminar they were doing on retirement at CNM. Hit it off right away but we’re hesitant to make a change. Finally got fed up and made the switch. Since moving to Oakmont and the team, we have had more interaction, guidance, and support then we have had in years!