Areas of Focus
Financial Life Planning
Health Care Planning
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.
2001 Carlisle Blvd NE, Ste D Albuquerque, NM 87110
- Video Conference
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
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.
Who We Serve
Dual Income Family
Living in Retirement
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