Oakmont Advisory Group, LLC

Oakmont Advisory Group, LLC Oakmont Advisory Group is the premier Financial, Investment, and Income Planning Firm serving Albuqu

Feeling like you're not getting ahead despite working hard? You're not alone. The “Great Financial Divide” is real—while...
01/19/2026

Feeling like you're not getting ahead despite working hard? You're not alone. The “Great Financial Divide” is real—while big tech thrives, many families struggle with high-interest debt. Davis shared a 3-step plan on to help you take control:

1️⃣ Build Resilience: Save 3–6 months of expenses in a High-Yield account.
2️⃣ Invest Efficiently: Maximize your 401(k) employer match—it's free money.
3️⃣ Target Toxic Debt: Use the “Avalanche” method to tackle high-interest credit cards first.

Always great hanging with the crew at and ! As we talked about on air, it’s not too late to make smart financial moves ...
12/05/2025

Always great hanging with the crew at and ! As we talked about on air, it’s not too late to make smart financial moves before year-end—small adjustments now can set you up for a stronger 2026. 

🔹 Boost Retirement Contributions
401(k)s, IRAs, and catch-ups all have increased limits for 2025—adding even a little more before Dec. 31 can make a difference.

🔹 Know the New Tax Rules
Standard deductions, new deductions for tips/overtime, and updated NM brackets are all shifting for 2025.

🔹 RMDs & Roth Moves
If you’re 73+, your RMD deadline is Dec. 31. It’s also a great time to look at Roth conversions while rates remain favorable.

🔹 Smart Tax Strategies
Tax-loss harvesting, charitable giving, and capital gains planning are powerful year-end tools.

Make the moves that matter now—your future self will thank you.

Holiday spending is in full swing — but it’s not just about your wallet. 💳Consumer spending drives nearly 70% of the U.S...
10/16/2025

Holiday spending is in full swing — but it’s not just about your wallet. 💳

Consumer spending drives nearly 70% of the U.S. economy, which means how we shop this season says a lot about the year ahead.

Inflation, higher rates, and cautious optimism are shaping this holiday’s spending trends. The key?

🧾 Plan before you purchase.
💡 Focus on value, not volume.
📈 And remember — financial peace is the best gift you can give yourself.

🎥 In a recent segment with Danielle Todesco on KOB4, David Hicks is in the studio to discuss the 50/30/20 Rule!⁠Don’t mi...
04/18/2024

🎥 In a recent segment with Danielle Todesco on KOB4, David Hicks is in the studio to discuss the 50/30/20 Rule!
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Don’t miss out on watching the full video and David’s perspective on this important topic! ⁠
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Click the link in our bio to watch the video today.

🎉 Happy New Year! Wishing you all the best in 2024!
01/01/2024

🎉 Happy New Year! Wishing you all the best in 2024!

🦃 From all of us at the Oakmont Advisory Group, we want to wish you and your families a wonderful Thanksgiving!⁠⁠We are ...
11/23/2023

🦃 From all of us at the Oakmont Advisory Group, we want to wish you and your families a wonderful Thanksgiving!⁠
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We are all so grateful for our clients and the opportunity to help make your financial futures brighter in any way we can.

📂 If you’ve recently changed jobs or are sitting on an old 401k from a previous employer, one of the most important deci...
10/11/2023

📂 If you’ve recently changed jobs or are sitting on an old 401k from a previous employer, one of the most important decisions you must make is what to do with your old retirement accounts. This retirement account can be a significant asset to grow... ⁠
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Click the link in our bio to read our blog on dormant 401k accounts!

🤝 Ralph and Brandon highly value the relationships they continue to build with Oakmont Clients!⁠⁠When trusting someone w...
09/22/2023

🤝 Ralph and Brandon highly value the relationships they continue to build with Oakmont Clients!⁠
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When trusting someone with your Retirement, meaningful connections are essential to a productive working relationship.

📈 "In the realm of finance, when one hears “refinancing,” it often defaults to thoughts of home mortgages. However, in t...
09/18/2023

📈 "In the realm of finance, when one hears “refinancing,” it often defaults to thoughts of home mortgages. However, in today’s high-interest climate, refinancing extends beyond the home, presenting a broader spectrum of financial opportunities.

In our newest blog, we have provided a comprehensive guide on optimizing a financial portfolio, diving deep into the “whys” and elaborating on the “hows"!

Click the link below to read all about it!
https://oakmontadvisory.com/refinancing-investments-in-a-high-interest-environment/

Meridyth & Ralph are both from Virginia, so they always will have something in common.⁠⁠As they continued to work with e...
09/14/2023

Meridyth & Ralph are both from Virginia, so they always will have something in common.⁠
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As they continued to work with each other, they developed a friendship that feels like family.⁠
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It’s a blessing to work with people who remind you of home! 🏡

🗒️ Trying to time the market is a risky strategy that can lead to missed opportunities and significant losses. Instead, ...
09/13/2023

🗒️ Trying to time the market is a risky strategy that can lead to missed opportunities and significant losses. Instead, focusing on the long-term and staying invested can help you achieve your retirement goals.⁠
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In this week's Retirement Tip, we're examining some of the key aspects of why it's beneficial to have a longer time horizon in the market vs trying to time the market!

📈 "Trying to time the market is a risky strategy that can lead to missed opportunities and significant losses. Instead, ...
09/11/2023

📈 "Trying to time the market is a risky strategy that can lead to missed opportunities and significant losses. Instead, focusing on the long-term and staying invested can help you achieve your retirement goals."⁠
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This blog post breaks down how long-term market investments tend to overperform shorter-duration market timing investments! ⁠
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Click the link in our bio to get the full scoop!

Address

2001 Carlisle Boulevard NE, Suite D
Albuquerque, NM
87110

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5:30pm

Telephone

+15058216966

Website

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