David B. Hicks

We seek to offer sound advice and peace of mind to our clients.

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Oakmont Advisory Group David B. Hicks
Albuquerque, New Mexico

We seek to offer sound advice and peace of mind to our clients.

Areas of Focus

  • Financial Life Planning
  • Health Care Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm David B. Hicks, Partner and Investment Advisor with Oakmont Advisory Group.

From a young age, I knew I wanted to follow in my father's footsteps and help people in our community. I joined my father at Oakmont Advisory in 2009.

I strive to help families and individuals find peace of mind through financial security. The most rewarding part of my job is the positive change I see in people's lives.

On a personal note, my wife and I are proud parents of three beautiful girls and enjoy watching them grow into extraordinary young women.

Primary Location

2001 Carlisle Blvd NE, Ste D Albuquerque, NM 87110


Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to learn about the Oakmont Blueprint. 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. There is no cost or obligation for this process. You deserve to know exactly how we can help you before entrusting us with even a cent of your hard-earned wealth.

Offers Investment Management


About our Firm

At Oakmont Advisory Group, LLC, we seek to offer sound advice and peace of mind to our clients. As an independent registered investment advisor, our team offers solutions to help our clients to, and through, retirement.

✅ What We Do: Educate and Advise.

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.

✅ Who We Are: Fifty years of knowledge and experience.

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. Our investment advisors work in close partnership with clients like you, evaluating risk tolerance, portfolio performance, and long-term retirement income goals to help build a customized investment strategy; one that let’s you enjoy life today while we build the retirement you’ve always dreamed of.


Abilene Christian University, BBA, Marketing & Management

Volunteer Experience

Giving back is an integral part of our company’s philosophy. We are Albuquerque natives and, as such, believe in supporting the vibrant, multi-cultural city we call home. We are proud to volunteer at local events and are always looking for opportunities to show gratitude to our amazing community.

Hobbies and Interests

  • Family

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.