📖 Our Story

Our Beginnings.

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 clients' greatest victories while guiding them through the market’s worst downturns. His knowledge and experience are an invaluable resource for employees and clients alike, providing deep insight to Oakmont’s goal-driven financial planning strategies.

Present and Future.

Oakmont is, first and foremost, a family business. Ralph has instilled in his sons, David and Mike, the wisdom, tenacious work ethic and desire to help others that fueled Oakmont’s success over the last five decades. By educating and empowering their clients to effectively manage their finances, David, Mike, and the supporting internal team hope to preserve Ralph’s legacy and continue to be the driving force behind Oakmont’s primary mission—helping their clients achieve their financial goals before and after retirement.

Since its inception nearly 50 years ago, Oakmont has helped countless investors regain control of their financial future, finding peace of mind in retirement and living the life they’ve always dreamed of. The next evolution of the firm draws on the collective knowledge of its past, leverages the cutting-edge investment strategies of today, and alongside its loyal clients, looks toward the bright future of tomorrow.