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Oakmont Capital Management, LLC

Investment Management

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Oakmont Capital Management, LLC

Overview

Oakmont Capital Management, LLC is an independent, fee-only registered investment advisor. We enjoy working with a variety of people and institutions regardless of where they are on their investment journey. Our clients include families seeking wealth management, plan sponsors building retirement programs, and institutions trying to meet specific return objectives. We are not a subsidiary or business unit of another company and are owned outright by our individual members. As a fiduciary, we seek to establish open and transparent relationships that are long-term in nature. We believe everyone should have access to a dedicated Chief Investment Officer. This includes new investors to sophisticated ones. We are here to help in the constant pursuit of your financial well-being. We welcome all conversations, especially friendly ones! If you have any questions regarding wealth management, retirement planning, or investing, feel free to give us a call (412) 828-5550.

  • 15139, Mill Valley Drive, Athens, Limestone County, Alabama, 35613, United States

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  • 34108, Chipping Sparrow Drive, Leesburg, Lake County, Florida, 34788, United States

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  • Washington

    Washington, District of Columbia, United States

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