Oakmont Capital Management, LLC is a highly experienced financial management firm that has been helping clients achieve their financial goals for over 20 years. With over $500 million in assets under management and a team of 10 expert advisors, the firm is dedicated to providing personalized solutions and exceptional service to individuals, families, businesses, and institutions.
The firm offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. Their transparent fee structure, which is based on a percentage of assets under management, ensures that the firm is invested in their clients' success.
Oakmont Capital Management, LLC was founded by John Smith, a seasoned financial expert with over 30 years of experience. The firm's mission is to help clients build, protect, and manage their wealth through customized solutions and a commitment to exceptional service. As a registered investment advisor, the firm is required to disclose any potential conflicts of interest or disciplinary actions taken against its advisors.