Without proper planning, successful retirement will remain a daunting, and often unattainable goal. That's why Albuquerque locals have been partnering with us since 1970. Oakmont is Albuquerque's premier retirement advisory firm, with the tools and experience to help people at every stage of retirement planning.
At Oakmont, our expertise helps turn your retirement into reality. Oakmont is a financial advisory firm servicing clients of all asset levels and at all stages of retirement planning. We offer a comprehensive suite of services that, when applied to your unique retirement scenario, ensure that you will feel confident in your financial future.
At Oakmont, our expertise helps turn your retirement into reality. Oakmont is a financial advisory firm servicing clients of all asset levels and at all stages of retirement planning. We offer a comprehensive suite of services that, when applied to your unique retirement scenario, ensure that you will feel confident in your financial future.
Services
Oakmont is an Albuquerque-based financial advisory practice with a rich history spanning nearly half a century. During that time, its founder, Ralph Hicks, has navigated every kind of market condition; celebrating his client's greatest victories while guiding them through the market's worst downturns.
We'll take a thorough, objective look at your current financial situation, set realistic, attainable goals and establish a clear path for financial success. We will always tailor our services to meet your specific needs. During our first meeting, we'll gain an understanding of your unique financial situation and begin to develop solutions to help you retire with confidence.
A comprehensive Estate Plan should do more than just anticipate your death, it should provide incapacity planning, privacy, and protection. Cultivating an Estate Plan that does all that requires a unique approach.
When you consider partnering with an Estate Planning attorney to help you establish a plan, I will encourage you to evaluate whether or not they are offering you a menu of options to pick from or cultivating a plan unique to your goals and circumstances.Too often, clients self-diagnose the level of planning that fits them.
When you consider partnering with an Estate Planning attorney to help you establish a plan, I will encourage you to evaluate whether or not they are offering you a menu of options to pick from or cultivating a plan unique to your goals and circumstances.Too often, clients self-diagnose the level of planning that fits them.
The Retirement Solutions Show helps listeners prepare for a successful retirement and better protect the savings they worked so hard to earn. Join Ralph and David Hicks as they offer free advice to guide you on your retirement journey. Our show discusses a variety of topics revolving around your retirement; everything from how the financial markets are affecting your returns to the implications of the political landscape on your portfolio.
We may be halfway through 2021, but there are still a lot of important dates to keep your eye on. David Hicks spoke with KOB yesterday to talk about some financial dates to circle on your calendar. Most Americans will receive a tax refund, but what should you spend the money on? Financial professional David Hicks joined KOB-TV to share tips on how to get the most out of your refund.
Reviews (10)
Madonna Prokopiak
Oct 26, 2021
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Linda Cullivan
Oct 24, 2021
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Hi David, thank you so much for meeting with us through Zoom. We really appreciate your expertise, particularly as it relates to our comprehension of your charts and graphs in this format. You and the other Oakmont staff have helped us so much to grow our retirement through competent planning, excellent strategy and encouragement centered around our needs and circumstance. We love it that all the Oakmont people function as a team. We gain confidence through knowledge and acquire a sense of security that we are doing all we can do for our future, regardless of the state of our world! Mike and Linda
Terry Habish
Aug 22, 2021
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Oakmont has surely made my our financial planning an easier one than we anticipated. They helped us plan and still planning our retirement strategy. As I like to put it..getting all our ducks in a row! Thanks Oakmont! You have the best team to do whatever it takes to make our Golden Years a little more stress free! If you need some help in your financial planning, either financial investments, etc.. or getting prepared for retirement, Oakmont has all your needs!
Terry and Callie Habish
Terry and Callie Habish
Laura K.
May 01, 2021
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David, and everyone at Oakmont, work diligently to ensure that their client's financial planning experience is a positive one! This is especially important to those who have had negative experiences with other, "Big Box" firms offering to help, but really are only concerned about their bottom line. The Oakmont team is exceptional, and we recommend them every chance we get. They helped us navigate through an extremely challenging time and we are grateful for their professionalism, their genuineness, their integrity, and their attention to detail. Thank you Oakmont for having our best interests at
Gale Flack
Jan 21, 2021
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David and Ralph (and the entire staff) have always had our best interests at heart. We have safeguards in place that minimize portfolio changes in volatile times. like this past year. Anniversary dates with growth options available and so much more. They keep all of those balls in the air and jump at any opportunity to grow our portfolio. Their knowledge and experience keep us content knowing that our future is safe in their hands. Thanks, Oakmont!
Rebecca B.
Aug 26, 2020
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I was looking for help before retiring. David and all the staff at Oakmont were helpful because they listened, asked me what I wanted and didn't barge in with their own personal plan. David always asks how I am feeling as we have changed and tweaked the retirement plan. He manages to help me understand how it will work for me as I have never felt competent with money. I feel very comfortable going forward with this group. They are always responsive, caring and also they are kind and a fun bunch of individuals.
Beverly Forrest
Jul 21, 2020
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I never thought this day would come!!! After being an Registered Nurse for 45+ years, I finally retired with confidence at age 67, in December, 2020! What a Rollercoaster ride this last year has been for hospital staff!
My husband, Randy, retired at age 68, 2 years ago. Our initial plan was for us to retire at the same time. After meeting with Ralph Hicks to discuss my retirement at a later date, so we would be more financially stable, he agreed that would be a wise choice. In the past 2 years we were able to pay off our house, 2 credit cards and 2 cars!
It all started about 4 years ago when
My husband, Randy, retired at age 68, 2 years ago. Our initial plan was for us to retire at the same time. After meeting with Ralph Hicks to discuss my retirement at a later date, so we would be more financially stable, he agreed that would be a wise choice. In the past 2 years we were able to pay off our house, 2 credit cards and 2 cars!
It all started about 4 years ago when
Tim Osking
Jan 06, 2020
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I've worked with David and his dad, Ralph, for several years now and couldn't be happier. Everyone at Oakmont is very professional and they always have the client's best interest in mind. They have helped me navigate many investment options for my retirement years and assisted greatly in helping me understand how to optimize Social Security benefits. They also schedule frequent Retirement Planning Meetings (RPM) to review investments, discuss market trends, and coordinate changes as necessary. Once you get to know them, they feel like they are family. They are excellent financial advisors and I
Luis
Jul 24, 2019
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I want to share my experience with the Oakmont Advisory Group.
Last year my wife and I were looking for a Financial Advisor with whom we could work with to assess our financial readiness to retire and to assist us in formulating a Retirement Plan. We had already been to several other firms that recommended solutions that did not meet our needs. David Hicks from Oakmont assessed our financial situation and thought that we were in a good position to retire and started working on a Retirement Plan that addressed our needs. This included, devising a retirement income plan, developing an investment
Last year my wife and I were looking for a Financial Advisor with whom we could work with to assess our financial readiness to retire and to assist us in formulating a Retirement Plan. We had already been to several other firms that recommended solutions that did not meet our needs. David Hicks from Oakmont assessed our financial situation and thought that we were in a good position to retire and started working on a Retirement Plan that addressed our needs. This included, devising a retirement income plan, developing an investment
Emma
Jun 23, 2019
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I retired four years ago and my husband was hoping to retire as well, so we started looking for professional advice and assistance with coming up with a retirement plan. We had already been to see two other financial advisers who really did not provide what we were looking for when we were invited to a presentation by Oakmont. They evaluated our financial situation and provided us with a free no obligation Retirement Blueprint. We were really pleased when David Hicks listened and worked with us to formulate a plan that allowed us to both be retired with confidence. We believe David and
